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 | $2,167 | $95,561-97.7% | $77,163-97.2% | $139,434-98.4% |
| Participation rate | 35.7% | 73.9%-38.2pp | 69.6%-33.9pp | 80.3%-44.6pp |
| Annual return | 0.00% | 54.92%-54.9pp | 37.87%-37.9pp | 372.94%-372.9pp |
| Employer contribution / active EE | $945 | $3,147-70.0% | $2,535-62.7% | $4,751-80.1% |
| Participant deferral / active EE | $1,112 | $4,624-75.9% | $3,833-71.0% | $6,710-83.4% |
| Admin fee / account holder | $45 | $8,295-99.5% | $5,472-99.2% | $11,403-99.6% |