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 5-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 | $3,618 | $48,265-92.5% | $68,791-94.7% | $68,494-94.7% |
| Participation rate | 61.0% | 60.7%+0.3pp | 69.0%-8.0pp | 67.9%-6.9pp |
| Annual return | 82.72% | -12.71%+95.4pp | -6.38%+89.1pp | -7.84%+90.6pp |
| Employer contribution / active EE | $711 | $1,829-61.1% | $2,655-73.2% | $2,596-72.6% |
| Participant deferral / active EE | $1,647 | $2,867-42.5% | $3,941-58.2% | $4,027-59.1% |
| Admin fee / account holder | $132 | $4,355-97.0% | $4,932-97.3% | $5,403-97.5% |