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 | $6,671 | $142,344-95.3% | $119,609-94.4% | $134,475-95.0% |
| Participation rate | 62.5% | 82.8%-20.3pp | 79.3%-16.8pp | 81.2%-18.7pp |
| Annual return | 0.00% | -12.44%+12.4pp | -14.97%+15.0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,687 | $5,222-67.7% | $4,232-60.1% | $4,740-64.4% |
| Participant deferral / active EE | $2,716 | $6,469-58.0% | $5,602-51.5% | $6,400-57.6% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |