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 | $5,949 | $56,357-89.4% | $104,294-94.3% | $68,494-91.3% |
| Participation rate | 61.0% | 63.3%-2.2pp | 73.3%-12.2pp | 67.9%-6.9pp |
| Annual return | 0.00% | -9.19%+9.2pp | 24.61%-24.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,728 | $1,960-11.9% | $3,372-48.8% | $2,596-33.5% |
| Participant deferral / active EE | $2,417 | $3,077-21.4% | $4,625-47.7% | $4,027-40.0% |
| Admin fee / account holder | $23 | $4,903-99.5% | $7,339-99.7% | $5,403-99.6% |