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 | $1,271 | $27,641-95.4% | $61,373-97.9% | $68,494-98.1% |
| Participation rate | 67.6% | 39.5%+28.2pp | 52.6%+15.1pp | 67.9%-0.2pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.61%-338.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $220 | $695-68.3% | $1,159-81.0% | $2,596-91.5% |
| Participant deferral / active EE | $755 | $1,263-40.3% | $2,125-64.5% | $4,027-81.3% |
| Admin fee / account holder | $2 | $2,010-99.9% | $2,130-99.9% | $5,403-100.0% |