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 9-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 | $6,282 | $131,829-95.2% | $108,579-94.2% | $273,961-97.7% |
| Participation rate | 64.3% | 83.5%-19.2pp | 79.6%-15.3pp | 83.0%-18.7pp |
| Annual return | 0.00% | -91.57%+91.6pp | -51.70%+51.7pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,533 | $4,912-68.8% | $3,758-59.2% | $4,869-68.5% |
| Participant deferral / active EE | $2,490 | $5,127-51.4% | $4,311-42.2% | $5,287-52.9% |
| Admin fee / account holder | $17 | $10,252-99.8% | $7,645-99.8% | $10,132-99.8% |