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 | $4,976 | $60,349-91.8% | $74,183-93.3% | $62,891-92.1% |
| Participation rate | 41.7% | 72.7%-31.1pp | 76.6%-35.0pp | 69.3%-27.6pp |
| Annual return | 0.00% | 21.37%-21.4pp | 17.74%-17.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $770 | $1,680-54.2% | $2,370-67.5% | $2,281-66.2% |
| Participant deferral / active EE | $1,640 | $2,856-42.6% | $3,550-53.8% | $3,203-48.8% |
| Admin fee / account holder | $74 | $4,261-98.3% | $5,586-98.7% | $4,296-98.3% |