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 4-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 | $8,367 | $69,515-88.0% | $86,874-90.4% | $85,850-90.3% |
| Participation rate | 47.8% | 66.3%-18.5pp | 71.6%-23.8pp | 69.3%-21.5pp |
| Annual return | 0.00% | 20.12%-20.1pp | 63.52%-63.5pp | 318.53%-318.5pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,495-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,288 | $2,919-55.9% | $3,699-65.2% | $3,952-67.4% |
| Admin fee / account holder | $77 | $5,972-98.7% | $5,828-98.7% | $6,260-98.8% |