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 | $2,557 | $46,553-94.5% | $64,056-96.0% | $75,163-96.6% |
| Participation rate | 69.8% | 65.9%+3.8pp | 72.3%-2.5pp | 67.2%+2.6pp |
| Annual return | 0.00% | 26.03%-26.0pp | 33.69%-33.7pp | 160.62%-160.6pp |
| Employer contribution / active EE | $620 | $1,974-68.6% | $2,747-77.4% | $2,670-76.8% |
| Participant deferral / active EE | $1,086 | $2,837-61.7% | $3,880-72.0% | $4,125-73.7% |
| Admin fee / account holder | $17 | $2,952-99.4% | $3,068-99.4% | $5,651-99.7% |