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 6-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 | $5,140 | $64,324-92.0% | $118,925-95.7% | $79,858-93.6% |
| Participation rate | 67.9% | 64.9%+3.1pp | 75.4%-7.5pp | 69.6%-1.7pp |
| Annual return | 0.00% | 86.45%-86.4pp | 35.88%-35.9pp | 31.71%-31.7pp |
| Employer contribution / active EE | $916 | $1,836-50.1% | $3,263-71.9% | $2,471-62.9% |
| Participant deferral / active EE | $1,633 | $2,824-42.2% | $4,265-61.7% | $3,740-56.3% |
| Admin fee / account holder | $160 | $4,040-96.0% | $6,581-97.6% | $5,306-97.0% |