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 | $3,646 | $129,942-97.2% | $104,294-96.5% | $134,475-97.3% |
| Participation rate | 52.4% | 79.5%-27.1pp | 73.3%-20.9pp | 81.2%-28.8pp |
| Annual return | 0.00% | 42.03%-42.0pp | 24.61%-24.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,197 | $4,184-71.4% | $3,372-64.5% | $4,740-74.8% |
| Participant deferral / active EE | $1,344 | $5,588-75.9% | $4,625-70.9% | $6,400-79.0% |
| Admin fee / account holder | $37 | $9,323-99.6% | $7,339-99.5% | $11,426-99.7% |