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 | $8,474 | $127,100-93.3% | $105,738-92.0% | $135,375-93.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 76.3%-9.7pp | 82.6%-16.0pp |
| Annual return | 0.00% | 4.49%-4.5pp | 6.27%-6.3pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,967 | $4,107-52.1% | $3,268-39.8% | $4,779-58.8% |
| Participant deferral / active EE | $3,890 | $5,064-23.2% | $4,080-4.7% | $5,609-30.7% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |