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 8-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 | $4,294 | $107,791-96.0% | $90,645-95.3% | $135,375-96.8% |
| Participation rate | 38.1% | 78.0%-39.9pp | 74.0%-35.9pp | 82.6%-44.5pp |
| Annual return | 0.00% | -0.90%+0.9pp | 1.88%-1.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $282 | $3,018-90.7% | $2,532-88.9% | $4,779-94.1% |
| Participant deferral / active EE | $1,142 | $3,872-70.5% | $3,425-66.7% | $5,609-79.6% |
| Admin fee / account holder | $5 | $5,930-99.9% | $4,994-99.9% | $10,827-100.0% |