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 4-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 | $9,349 | $73,867-87.3% | $143,757-93.5% | $68,494-86.4% |
| Participation rate | 67.7% | 66.7%+1.1pp | 80.3%-12.6pp | 67.9%-0.1pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,865 | $3,184-41.4% | $4,951-62.3% | $2,596-28.2% |
| Participant deferral / active EE | $4,606 | $3,384+36.1% | $5,637-18.3% | $4,027+14.4% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,673-100.0% | $5,403-100.0% |