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 | $4,927 | $87,540-94.4% | $75,781-93.5% | $125,391-96.1% |
| Participation rate | 64.3% | 80.2%-15.9pp | 75.8%-11.5pp | 83.2%-18.9pp |
| Annual return | -3.66% | 13.48%-17.1pp | 9.68%-13.3pp | 282.22%-285.9pp |
| Employer contribution / active EE | $758 | $3,930-80.7% | $3,323-77.2% | $4,866-84.4% |
| Participant deferral / active EE | $1,587 | $4,229-62.5% | $3,651-56.5% | $5,352-70.4% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |