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 | $4,380 | $53,162-91.8% | $91,220-95.2% | $68,494-93.6% |
| Participation rate | 63.0% | 63.2%-0.2pp | 73.2%-10.2pp | 67.9%-4.9pp |
| Annual return | 0.00% | -3.14%+3.1pp | 114.01%-114.0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $372 | $1,709-78.3% | $2,850-87.0% | $2,596-85.7% |
| Participant deferral / active EE | $2,550 | $2,974-14.3% | $4,234-39.8% | $4,027-36.7% |
| Admin fee / account holder | $13 | $4,493-99.7% | $5,420-99.8% | $5,403-99.8% |