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 | $8,908 | $69,010-87.1% | $159,960-94.4% | $68,494-87.0% |
| Participation rate | 40.7% | 65.4%-24.7pp | 78.0%-37.2pp | 67.9%-27.1pp |
| Annual return | -19.01% | -9.65%-9.4pp | 408.60%-427.6pp | -7.84%-11.2pp |
| Employer contribution / active EE | $611 | $2,213-72.4% | $4,226-85.5% | $2,596-76.5% |
| Participant deferral / active EE | $1,492 | $4,212-64.6% | $6,182-75.9% | $4,027-63.0% |
| Admin fee / account holder | $196 | $4,798-95.9% | $8,698-97.7% | $5,403-96.4% |