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 7-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 | $5,582 | $58,512-90.5% | $84,015-93.4% | $72,985-92.4% |
| Participation rate | 35.3% | 61.2%-25.9pp | 69.0%-33.7pp | 69.5%-34.2pp |
| Annual return | 0.00% | 28.93%-28.9pp | 71.31%-71.3pp | 81.00%-81.0pp |
| Employer contribution / active EE | $569 | $1,163-51.1% | $1,983-71.3% | $2,440-76.7% |
| Participant deferral / active EE | $1,441 | $2,394-39.8% | $3,239-55.5% | $3,607-60.1% |
| Admin fee / account holder | $32 | $4,569-99.3% | $6,101-99.5% | $5,124-99.4% |