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 7-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 | $3,333 | $55,706-94.0% | $75,886-95.6% | $72,985-95.4% |
| Participation rate | 66.7% | 61.1%+5.5pp | 69.3%-2.6pp | 69.5%-2.8pp |
| Annual return | 0.00% | 27.59%-27.6pp | 30.76%-30.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $976 | $1,687-42.1% | $2,500-61.0% | $2,440-60.0% |
| Participant deferral / active EE | $1,255 | $2,634-52.3% | $3,603-65.2% | $3,607-65.2% |
| Admin fee / account holder | $54 | $3,978-98.7% | $5,418-99.0% | $5,124-99.0% |