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 3-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 | $5,851 | $46,553-87.4% | $64,056-90.9% | $75,163-92.2% |
| Participation rate | 28.0% | 65.9%-37.9pp | 72.3%-44.3pp | 67.2%-39.2pp |
| Annual return | 0.00% | 26.03%-26.0pp | 33.69%-33.7pp | 160.62%-160.6pp |
| Employer contribution / active EE | $535 | $1,974-72.9% | $2,747-80.5% | $2,670-79.9% |
| Participant deferral / active EE | $929 | $2,837-67.2% | $3,880-76.0% | $4,125-77.5% |
| Admin fee / account holder | $234 | $2,952-92.1% | $3,068-92.4% | $5,651-95.9% |