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 | $3,884 | $52,279-92.6% | $89,391-95.7% | $79,858-95.1% |
| Participation rate | 67.9% | 57.5%+10.3pp | 68.0%-0.1pp | 69.6%-1.8pp |
| Annual return | 0.00% | 22.16%-22.2pp | 245.62%-245.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $721 | $1,572-54.1% | $2,586-72.1% | $2,471-70.8% |
| Participant deferral / active EE | $1,008 | $2,740-63.2% | $3,890-74.1% | $3,740-73.1% |
| Admin fee / account holder | $41 | $3,356-98.8% | $4,881-99.2% | $5,306-99.2% |