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 4-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 | $6,675 | $71,883-90.7% | $86,677-92.3% | $68,494-90.3% |
| Participation rate | 32.1% | 72.2%-40.2pp | 76.6%-44.5pp | 67.9%-35.8pp |
| Annual return | 0.00% | 3.52%-3.5pp | 35.91%-35.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,139 | $3,779-43.4% | $4,656-54.1% | $4,027-46.9% |
| Admin fee / account holder | $0 | $6,112-100.0% | $7,493-100.0% | $5,403-100.0% |