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 | $4,001 | $54,726-92.7% | $68,793-94.2% | $64,186-93.8% |
| Participation rate | 60.3% | 68.0%-7.7pp | 72.2%-11.9pp | 69.6%-9.3pp |
| Annual return | 0.00% | -1.62%+1.6pp | -4.63%+4.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $875 | $1,846-52.6% | $2,625-66.7% | $2,381-63.3% |
| Participant deferral / active EE | $1,685 | $2,626-35.8% | $3,311-49.1% | $3,470-51.4% |
| Admin fee / account holder | $2 | $4,027-99.9% | $5,131-100.0% | $4,888-100.0% |