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 4-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 | $6,834 | $100,754-93.2% | $86,677-92.1% | $134,475-94.9% |
| Participation rate | 63.6% | 78.9%-15.3pp | 76.6%-12.9pp | 81.2%-17.6pp |
| Annual return | 0.00% | 29.04%-29.0pp | 35.91%-35.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,525 | $3,489-56.3% | $2,836-46.2% | $4,740-67.8% |
| Participant deferral / active EE | $3,121 | $5,338-41.5% | $4,656-33.0% | $6,400-51.2% |
| Admin fee / account holder | $292 | $10,926-97.3% | $7,493-96.1% | $11,426-97.4% |