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 5-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 | $9,192 | $99,985-90.8% | $146,665-93.7% | $85,850-89.3% |
| Participation rate | 53.6% | 73.1%-19.5pp | 80.1%-26.5pp | 69.3%-15.7pp |
| Annual return | 0.00% | 18.93%-18.9pp | 22.74%-22.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $755 | $2,559-70.5% | $4,136-81.8% | $2,565-70.6% |
| Participant deferral / active EE | $4,033 | $4,006+0.7% | $5,506-26.8% | $3,952+2.1% |
| Admin fee / account holder | $8 | $7,702-99.9% | $10,280-99.9% | $6,260-99.9% |