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 5-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 | $3,233 | $54,229-94.0% | $70,092-95.4% | $68,494-95.3% |
| Participation rate | 69.7% | 64.5%+5.2pp | 70.5%-0.8pp | 67.9%+1.8pp |
| Annual return | -1.49% | -13.87%+12.4pp | 190.73%-192.2pp | -7.84%+6.3pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $2,956-100.0% | $3,849-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $4,694-100.0% | $6,267-100.0% | $5,403-100.0% |