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 | $5,663 | $32,117-82.4% | $71,086-92.0% | $64,186-91.2% |
| Participation rate | 37.1% | 42.7%-5.6pp | 54.7%-17.5pp | 69.6%-32.4pp |
| Annual return | 0.00% | -5.57%+5.6pp | 650.59%-650.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,073 | $712+50.7% | $1,088-1.3% | $2,381-54.9% |
| Participant deferral / active EE | $1,266 | $1,263+0.2% | $1,874-32.4% | $3,470-63.5% |
| Admin fee / account holder | $43 | $2,759-98.4% | $3,082-98.6% | $4,888-99.1% |