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 8-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 | $1,853 | $32,117-94.2% | $71,086-97.4% | $64,186-97.1% |
| Participation rate | 53.8% | 42.7%+11.1pp | 54.7%-0.8pp | 69.6%-15.7pp |
| Annual return | 0.00% | -5.57%+5.6pp | 650.59%-650.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $664 | $712-6.7% | $1,088-38.9% | $2,381-72.1% |
| Participant deferral / active EE | $764 | $1,263-39.5% | $1,874-59.2% | $3,470-78.0% |
| Admin fee / account holder | $60 | $2,759-97.8% | $3,082-98.1% | $4,888-98.8% |