See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,405 | $91,538-85.4% | $129,995-89.7% | $75,163-82.2% |
| Participation rate | 61.0% | 71.4%-10.4pp | 78.5%-17.4pp | 67.2%-6.2pp |
| Annual return | 0.00% | -631.11%+631.1pp | -137.18%+137.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,698 | $2,845-40.3% | $4,320-60.7% | $2,670-36.4% |
| Participant deferral / active EE | $5,235 | $4,341+20.6% | $5,820-10.1% | $4,125+26.9% |
| Admin fee / account holder | $111 | $6,790-98.4% | $10,614-99.0% | $5,651-98.0% |