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 | $24,749 | $79,523-68.9% | $140,016-82.3% | $56,287-56.0% |
| Participation rate | 61.2% | 85.7%-24.5pp | 87.5%-26.3pp | 69.9%-8.7pp |
| Annual return | 0.00% | 2.39%-2.4pp | 651.12%-651.1pp | -9.96%+10.0pp |
| Employer contribution / active EE | $2,893 | $3,350-13.6% | $5,606-48.4% | $2,111+37.0% |
| Participant deferral / active EE | $5,284 | $5,129+3.0% | $6,927-23.7% | $3,350+57.7% |
| Admin fee / account holder | $9 | $614-98.6% | $10,705-99.9% | $521-98.3% |