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 9-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 | $3,761 | $35,183-89.3% | $73,545-94.9% | $70,131-94.6% |
| Participation rate | 64.0% | 42.9%+21.1pp | 54.9%+9.1pp | 69.5%-5.5pp |
| Annual return | 0.00% | 26.90%-26.9pp | -15.16%+15.2pp | 73.14%-73.1pp |
| Employer contribution / active EE | $202 | $709-71.5% | $1,219-83.4% | $2,342-91.4% |
| Participant deferral / active EE | $2,150 | $1,220+76.3% | $1,806+19.1% | $3,332-35.5% |
| Admin fee / account holder | $1 | $2,302-99.9% | $2,320-99.9% | $4,645-100.0% |