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 6-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 | $4,932 | $83,908-94.1% | $68,509-92.8% | $125,391-96.1% |
| Participation rate | 60.0% | 78.2%-18.2pp | 74.7%-14.7pp | 83.2%-23.2pp |
| Annual return | 0.00% | 14.48%-14.5pp | 8.27%-8.3pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,194 | $3,031-60.6% | $2,278-47.6% | $4,866-75.5% |
| Participant deferral / active EE | $3,055 | $4,125-25.9% | $3,382-9.7% | $5,352-42.9% |
| Admin fee / account holder | $258 | $8,982-97.1% | $5,275-95.1% | $9,540-97.3% |