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 3-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 | $13,010 | $59,805-78.2% | $79,550-83.6% | $68,494-81.0% |
| Participation rate | 62.5% | 61.1%+1.4pp | 69.5%-7.0pp | 67.9%-5.4pp |
| Annual return | 0.00% | -12.30%+12.3pp | 0.16%-0.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $3,189 | $1,505+111.9% | $2,413+32.2% | $2,596+22.8% |
| Participant deferral / active EE | $5,827 | $3,024+92.7% | $3,985+46.2% | $4,027+44.7% |
| Admin fee / account holder | $83 | $4,835-98.3% | $6,832-98.8% | $5,403-98.5% |