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 | $12,135 | $82,664-85.3% | $125,339-90.3% | $68,494-82.3% |
| Participation rate | 57.9% | 75.0%-17.1pp | 82.4%-24.5pp | 67.9%-10.0pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.05%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,840 | $3,381-45.6% | $4,814-61.8% | $2,596-29.1% |
| Participant deferral / active EE | $2,789 | $6,110-54.4% | $7,446-62.5% | $4,027-30.7% |
| Admin fee / account holder | $14 | $6,275-99.8% | $10,010-99.9% | $5,403-99.7% |