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 | $5,616 | $65,395-91.4% | $182,532-96.9% | $72,985-92.3% |
| Participation rate | 47.4% | 65.4%-18.1pp | 78.0%-30.6pp | 69.5%-22.1pp |
| Annual return | 0.00% | 27.68%-27.7pp | 148.54%-148.5pp | 81.00%-81.0pp |
| Employer contribution / active EE | $905 | $1,911-52.7% | $4,076-77.8% | $2,440-62.9% |
| Participant deferral / active EE | $1,308 | $3,563-63.3% | $5,524-76.3% | $3,607-63.7% |
| Admin fee / account holder | $0 | $4,245-100.0% | $8,592-100.0% | $5,124-100.0% |