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 | $1,064 | $51,175-97.9% | $70,515-98.5% | $75,163-98.6% |
| Participation rate | 67.2% | 60.9%+6.3pp | 68.3%-1.1pp | 67.2%0pp |
| Annual return | 0.00% | 30.02%-30.0pp | 32.77%-32.8pp | 160.62%-160.6pp |
| Employer contribution / active EE | $426 | $1,826-76.7% | $2,973-85.7% | $2,670-84.0% |
| Participant deferral / active EE | $1,050 | $2,849-63.2% | $4,567-77.0% | $4,125-74.6% |
| Admin fee / account holder | $36 | $4,091-99.1% | $6,412-99.4% | $5,651-99.4% |