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 | $5,560 | $67,411-91.8% | $91,001-93.9% | $70,131-92.1% |
| Participation rate | 38.2% | 71.4%-33.1pp | 75.6%-37.4pp | 69.5%-31.3pp |
| Annual return | 0.00% | -40.16%+40.2pp | 4.60%-4.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $890 | $1,786-50.2% | $2,456-63.8% | $2,342-62.0% |
| Participant deferral / active EE | $1,416 | $2,823-49.8% | $3,547-60.1% | $3,332-57.5% |
| Admin fee / account holder | $68 | $4,236-98.4% | $5,417-98.7% | $4,645-98.5% |