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 | $5,265 | $62,573-91.6% | $85,682-93.9% | $85,850-93.9% |
| Participation rate | 29.1% | 61.1%-32.0pp | 69.9%-40.8pp | 69.3%-40.2pp |
| Annual return | 0.00% | 23.77%-23.8pp | 21.49%-21.5pp | 318.53%-318.5pp |
| Employer contribution / active EE | $665 | $1,757-62.2% | $2,618-74.6% | $2,565-74.1% |
| Participant deferral / active EE | $1,002 | $2,802-64.2% | $3,923-74.5% | $3,952-74.6% |
| Admin fee / account holder | $267 | $4,640-94.2% | $6,873-96.1% | $6,260-95.7% |