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 | $7,549 | $53,162-85.8% | $91,220-91.7% | $68,494-89.0% |
| Participation rate | 61.8% | 63.2%-1.4pp | 73.2%-11.4pp | 67.9%-6.1pp |
| Annual return | 0.00% | -3.14%+3.1pp | 114.01%-114.0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,633 | $1,709-4.5% | $2,850-42.7% | $2,596-37.1% |
| Participant deferral / active EE | $3,354 | $2,974+12.8% | $4,234-20.8% | $4,027-16.7% |
| Admin fee / account holder | $15 | $4,493-99.7% | $5,420-99.7% | $5,403-99.7% |