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 | $15,136 | $63,861-76.3% | $104,607-85.5% | $79,858-81.0% |
| Participation rate | 44.8% | 64.9%-20.1pp | 74.1%-29.3pp | 69.6%-24.8pp |
| Annual return | 0.00% | 21.30%-21.3pp | 340.46%-340.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,333 | $1,588-16.0% | $2,681-50.3% | $2,471-46.0% |
| Participant deferral / active EE | $2,623 | $2,693-2.6% | $3,740-29.9% | $3,740-29.9% |
| Admin fee / account holder | $52 | $4,185-98.8% | $6,473-99.2% | $5,306-99.0% |