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 | $11,572 | $62,586-81.5% | $76,768-84.9% | $64,186-82.0% |
| Participation rate | 44.6% | 72.8%-28.2pp | 77.0%-32.3pp | 69.6%-24.9pp |
| Annual return | 0.00% | -1.95%+1.9pp | 2.43%-2.4pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,538 | $1,832-16.0% | $2,485-38.1% | $2,381-35.4% |
| Participant deferral / active EE | $3,065 | $3,145-2.5% | $3,852-20.4% | $3,470-11.7% |
| Admin fee / account holder | $190 | $4,667-95.9% | $6,675-97.1% | $4,888-96.1% |