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 6-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 | $8,192 | $49,227-83.4% | $70,449-88.4% | $79,858-89.7% |
| Participation rate | 66.7% | 69.2%-2.5pp | 75.1%-8.4pp | 69.6%-3.0pp |
| Annual return | 0.00% | 30.06%-30.1pp | 109.03%-109.0pp | 31.71%-31.7pp |
| Employer contribution / active EE | $588 | $2,099-72.0% | $2,737-78.5% | $2,471-76.2% |
| Participant deferral / active EE | $4,451 | $2,768+60.8% | $3,709+20.0% | $3,740+19.0% |
| Admin fee / account holder | $5 | $2,878-99.8% | $3,845-99.9% | $5,306-99.9% |