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 | $4,015 | $49,227-91.8% | $70,449-94.3% | $79,858-95.0% |
| Participation rate | 42.2% | 69.2%-26.9pp | 75.1%-32.8pp | 69.6%-27.4pp |
| Annual return | 0.00% | 30.06%-30.1pp | 109.03%-109.0pp | 31.71%-31.7pp |
| Employer contribution / active EE | $509 | $2,099-75.7% | $2,737-81.4% | $2,471-79.4% |
| Participant deferral / active EE | $1,040 | $2,768-62.4% | $3,709-72.0% | $3,740-72.2% |
| Admin fee / account holder | $9 | $2,878-99.7% | $3,845-99.8% | $5,306-99.8% |