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 4-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 | $5,586 | $56,357-90.1% | $104,294-94.6% | $68,494-91.8% |
| Participation rate | 41.7% | 63.3%-21.6pp | 73.3%-31.6pp | 67.9%-26.2pp |
| Annual return | 0.00% | -9.19%+9.2pp | 24.61%-24.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $845 | $1,960-56.9% | $3,372-74.9% | $2,596-67.5% |
| Participant deferral / active EE | $1,511 | $3,077-50.9% | $4,625-67.3% | $4,027-62.5% |
| Admin fee / account holder | $10 | $4,903-99.8% | $7,339-99.9% | $5,403-99.8% |