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 7-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 | $6,145 | $73,867-91.7% | $143,757-95.7% | $68,494-91.0% |
| Participation rate | 65.4% | 66.7%-1.3pp | 80.3%-14.9pp | 67.9%-2.5pp |
| Annual return | -19.23% | 1.01%-20.2pp | -0.04%-19.2pp | -7.84%-11.4pp |
| Employer contribution / active EE | $675 | $3,184-78.8% | $4,951-86.4% | $2,596-74.0% |
| Participant deferral / active EE | $1,075 | $3,384-68.2% | $5,637-80.9% | $4,027-73.3% |
| Admin fee / account holder | $60 | $5,755-99.0% | $14,673-99.6% | $5,403-98.9% |