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 6-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 | $4,897 | $58,512-91.6% | $84,015-94.2% | $72,985-93.3% |
| Participation rate | 38.6% | 61.2%-22.7pp | 69.0%-30.5pp | 69.5%-30.9pp |
| Annual return | 0.00% | 28.93%-28.9pp | 71.31%-71.3pp | 81.00%-81.0pp |
| Employer contribution / active EE | $490 | $1,163-57.8% | $1,983-75.3% | $2,440-79.9% |
| Participant deferral / active EE | $1,391 | $2,394-41.9% | $3,239-57.1% | $3,607-61.4% |
| Admin fee / account holder | $23 | $4,569-99.5% | $6,101-99.6% | $5,124-99.6% |