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 9-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 | $2,843 | $35,183-91.9% | $73,545-96.1% | $70,131-95.9% |
| Participation rate | 64.4% | 42.9%+21.5pp | 54.9%+9.5pp | 69.5%-5.1pp |
| Annual return | 0.00% | 26.90%-26.9pp | -15.16%+15.2pp | 73.14%-73.1pp |
| Employer contribution / active EE | $851 | $709+20.0% | $1,219-30.2% | $2,342-63.7% |
| Participant deferral / active EE | $862 | $1,220-29.4% | $1,806-52.3% | $3,332-74.1% |
| Admin fee / account holder | $50 | $2,302-97.8% | $2,320-97.8% | $4,645-98.9% |