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 10-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 | $5,760 | $103,949-94.5% | $69,182-91.7% | $273,961-97.9% |
| Participation rate | 28.6% | 67.4%-38.8pp | 55.1%-26.5pp | 83.0%-54.4pp |
| Annual return | 0.00% | 35.28%-35.3pp | -21.93%+21.9pp | 41.45%-41.5pp |
| Employer contribution / active EE | $171 | $1,783-90.4% | $1,206-85.9% | $4,869-96.5% |
| Participant deferral / active EE | $1,475 | $2,716-45.7% | $1,897-22.2% | $5,287-72.1% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |