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 | $3,899 | $118,919-96.7% | $88,538-95.6% | $152,861-97.4% |
| Participation rate | 69.6% | 73.4%-3.8pp | 68.7%+0.8pp | 82.4%-12.9pp |
| Annual return | 0.00% | 47.92%-47.9pp | 43.64%-43.6pp | 345.32%-345.3pp |
| Employer contribution / active EE | $541 | $2,669-79.7% | $2,098-74.2% | $4,762-88.6% |
| Participant deferral / active EE | $2,140 | $3,549-39.7% | $2,914-26.6% | $5,850-63.4% |
| Admin fee / account holder | $1 | $5,876-100.0% | $4,310-100.0% | $11,596-100.0% |