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 | $11,465 | $78,422-85.4% | $95,952-88.1% | $79,858-85.6% |
| Participation rate | 26.8% | 73.5%-46.7pp | 77.1%-50.2pp | 69.6%-42.8pp |
| Annual return | 0.00% | 19.37%-19.4pp | 91.61%-91.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $885 | $1,945-54.5% | $2,541-65.2% | $2,471-64.2% |
| Participant deferral / active EE | $1,823 | $3,440-47.0% | $4,167-56.3% | $3,740-51.3% |
| Admin fee / account holder | $23 | $5,622-99.6% | $6,795-99.7% | $5,306-99.6% |