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 | $5,097 | $78,422-93.5% | $95,952-94.7% | $79,858-93.6% |
| Participation rate | 65.4% | 73.5%-8.1pp | 77.1%-11.7pp | 69.6%-4.2pp |
| Annual return | 0.00% | 19.37%-19.4pp | 91.61%-91.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $645 | $1,945-66.9% | $2,541-74.6% | $2,471-73.9% |
| Participant deferral / active EE | $2,298 | $3,440-33.2% | $4,167-44.9% | $3,740-38.6% |
| Admin fee / account holder | $32 | $5,622-99.4% | $6,795-99.5% | $5,306-99.4% |