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 7-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 | $4,759 | $65,365-92.7% | $92,893-94.9% | $72,985-93.5% |
| Participation rate | 61.1% | 68.3%-7.2pp | 76.0%-14.9pp | 69.5%-8.4pp |
| Annual return | 0.00% | 42.10%-42.1pp | 109.41%-109.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $745 | $2,594-71.3% | $3,653-79.6% | $2,440-69.5% |
| Participant deferral / active EE | $1,986 | $3,128-36.5% | $4,236-53.1% | $3,607-44.9% |
| Admin fee / account holder | $5 | $4,251-99.9% | $5,794-99.9% | $5,124-99.9% |