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 6-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 | $4,671 | $53,777-91.3% | $134,143-96.5% | $79,858-94.2% |
| Participation rate | 21.9% | 58.8%-36.9pp | 72.2%-50.3pp | 69.6%-47.8pp |
| Annual return | 0.00% | 19.01%-19.0pp | 36.33%-36.3pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,001 | $2,420-58.6% | $3,499-71.4% | $3,740-73.2% |
| Admin fee / account holder | $0 | $3,984-100.0% | $6,684-100.0% | $5,306-100.0% |