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 | $3,992 | $57,354-93.0% | $83,848-95.2% | $64,186-93.8% |
| Participation rate | 46.1% | 68.6%-22.5pp | 76.1%-30.1pp | 69.6%-23.5pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.88%-850.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $781 | $2,545-69.3% | $3,631-78.5% | $2,381-67.2% |
| Participant deferral / active EE | $1,602 | $2,993-46.5% | $4,082-60.7% | $3,470-53.8% |
| Admin fee / account holder | $174 | $4,046-95.7% | $5,478-96.8% | $4,888-96.4% |