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 | $9,051 | $77,899-88.4% | $149,673-94.0% | $75,163-88.0% |
| Participation rate | 32.0% | 65.6%-33.6pp | 78.8%-46.8pp | 67.2%-35.2pp |
| Annual return | 0.00% | 31.72%-31.7pp | 134.42%-134.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $524 | $3,137-83.3% | $4,818-89.1% | $2,670-80.4% |
| Participant deferral / active EE | $2,173 | $3,411-36.3% | $5,680-61.8% | $4,125-47.3% |
| Admin fee / account holder | $3 | $5,956-100.0% | $13,210-100.0% | $5,651-100.0% |