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 | $7,667 | $58,512-86.9% | $84,015-90.9% | $72,985-89.5% |
| Participation rate | 24.5% | 61.2%-36.7pp | 69.0%-44.5pp | 69.5%-45.0pp |
| Annual return | 0.00% | 28.93%-28.9pp | 71.31%-71.3pp | 81.00%-81.0pp |
| Employer contribution / active EE | $236 | $1,163-79.7% | $1,983-88.1% | $2,440-90.3% |
| Participant deferral / active EE | $1,395 | $2,394-41.7% | $3,239-56.9% | $3,607-61.3% |
| Admin fee / account holder | $0 | $4,569-100.0% | $6,101-100.0% | $5,124-100.0% |