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 9-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 | $6,237 | $99,341-93.7% | $84,750-92.6% | $273,961-97.7% |
| Participation rate | 30.4% | 80.7%-50.3pp | 76.6%-46.2pp | 83.0%-52.6pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.45%-41.5pp |
| Employer contribution / active EE | $868 | $4,214-79.4% | $3,574-75.7% | $4,869-82.2% |
| Participant deferral / active EE | $1,035 | $4,269-75.7% | $3,712-72.1% | $5,287-80.4% |
| Admin fee / account holder | $10 | $6,644-99.9% | $5,332-99.8% | $10,132-99.9% |