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 4-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 | $5,096 | $71,883-92.9% | $86,677-94.1% | $68,494-92.6% |
| Participation rate | 67.7% | 72.2%-4.5pp | 76.6%-8.8pp | 67.9%-0.1pp |
| Annual return | 0.00% | 3.52%-3.5pp | 35.91%-35.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,666 | $2,173-23.3% | $2,836-41.3% | $2,596-35.8% |
| Participant deferral / active EE | $2,191 | $3,779-42.0% | $4,656-52.9% | $4,027-45.6% |
| Admin fee / account holder | $105 | $6,112-98.3% | $7,493-98.6% | $5,403-98.1% |