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 | $6,624 | $48,265-86.3% | $68,791-90.4% | $68,494-90.3% |
| Participation rate | 36.2% | 60.7%-24.5pp | 69.0%-32.9pp | 67.9%-31.7pp |
| Annual return | -8.26% | -12.71%+4.4pp | -6.38%-1.9pp | -7.84%-0.4pp |
| Employer contribution / active EE | $774 | $1,829-57.7% | $2,655-70.9% | $2,596-70.2% |
| Participant deferral / active EE | $1,519 | $2,867-47.0% | $3,941-61.5% | $4,027-62.3% |
| Admin fee / account holder | $213 | $4,355-95.1% | $4,932-95.7% | $5,403-96.1% |