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 | $3,163 | $54,350-94.2% | $82,719-96.2% | $68,494-95.4% |
| Participation rate | 66.7% | 63.9%+2.7pp | 72.6%-5.9pp | 67.9%-1.2pp |
| Annual return | 0.00% | -13.67%+13.7pp | 701.18%-701.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $971 | $2,218-56.2% | $3,009-67.7% | $2,596-62.6% |
| Participant deferral / active EE | $1,285 | $3,246-60.4% | $4,395-70.8% | $4,027-68.1% |
| Admin fee / account holder | $5 | $4,395-99.9% | $5,329-99.9% | $5,403-99.9% |