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 4-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 | $8,078 | $64,707-87.5% | $112,228-92.8% | $68,494-88.2% |
| Participation rate | 40.0% | 67.2%-27.2pp | 75.1%-35.1pp | 67.9%-27.9pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.45%-27.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,026 | $2,746-62.6% | $3,635-71.8% | $2,596-60.5% |
| Participant deferral / active EE | $1,824 | $3,565-48.8% | $4,728-61.4% | $4,027-54.7% |
| Admin fee / account holder | $89 | $5,232-98.3% | $6,410-98.6% | $5,403-98.3% |