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 9-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 | $6,855 | $87,841-92.2% | $133,980-94.9% | $62,891-89.1% |
| Participation rate | 63.4% | 83.4%-20.0pp | 87.1%-23.7pp | 69.3%-5.9pp |
| Annual return | 0.00% | 12.05%-12.1pp | 29.30%-29.3pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,394 | $3,483-60.0% | $5,211-73.3% | $2,281-38.9% |
| Participant deferral / active EE | $3,116 | $4,812-35.3% | $6,282-50.4% | $3,203-2.7% |
| Admin fee / account holder | $160 | $5,371-97.0% | $9,324-98.3% | $4,296-96.3% |