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 | $4,110 | $45,863-91.0% | $77,024-94.7% | $68,494-94.0% |
| Participation rate | 30.0% | 55.9%-25.9pp | 67.9%-37.9pp | 67.9%-37.9pp |
| Annual return | 0.00% | 1.72%-1.7pp | 42.32%-42.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $355 | $1,650-78.5% | $2,812-87.4% | $2,596-86.3% |
| Participant deferral / active EE | $943 | $2,962-68.2% | $4,426-78.7% | $4,027-76.6% |
| Admin fee / account holder | $153 | $3,041-95.0% | $5,425-97.2% | $5,403-97.2% |