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 8-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 | $3,025 | $32,117-90.6% | $71,086-95.7% | $64,186-95.3% |
| Participation rate | 55.3% | 42.7%+12.6pp | 54.7%+0.6pp | 69.6%-14.3pp |
| Annual return | 0.00% | -5.57%+5.6pp | 650.59%-650.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $724 | $712+1.6% | $1,088-33.5% | $2,381-69.6% |
| Participant deferral / active EE | $1,499 | $1,263+18.7% | $1,874-20.0% | $3,470-56.8% |
| Admin fee / account holder | $14 | $2,759-99.5% | $3,082-99.6% | $4,888-99.7% |