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 9-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 | $5,749 | $99,341-94.2% | $84,750-93.2% | $273,961-97.9% |
| Participation rate | 36.8% | 80.7%-43.8pp | 76.6%-39.7pp | 83.0%-46.2pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.45%-41.5pp |
| Employer contribution / active EE | $692 | $4,214-83.6% | $3,574-80.6% | $4,869-85.8% |
| Participant deferral / active EE | $1,376 | $4,269-67.8% | $3,712-62.9% | $5,287-74.0% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |