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 8-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 | $2,623 | $107,791-97.6% | $90,645-97.1% | $135,375-98.1% |
| Participation rate | 63.6% | 78.0%-14.4pp | 74.0%-10.4pp | 82.6%-19.0pp |
| Annual return | 0.00% | -0.90%+0.9pp | 1.88%-1.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $673 | $3,018-77.7% | $2,532-73.4% | $4,779-85.9% |
| Participant deferral / active EE | $1,543 | $3,872-60.2% | $3,425-54.9% | $5,609-72.5% |
| Admin fee / account holder | $43 | $5,930-99.3% | $4,994-99.1% | $10,827-99.6% |