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 | $6,157 | $46,869-86.9% | $122,332-95.0% | $70,131-91.2% |
| Participation rate | 53.8% | 58.2%-4.3pp | 71.6%-17.8pp | 69.5%-15.7pp |
| Annual return | 0.00% | 24.22%-24.2pp | 30.27%-30.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $888 | $1,288-31.1% | $4,050-78.1% | $2,342-62.1% |
| Participant deferral / active EE | $2,209 | $2,166+2.0% | $3,287-32.8% | $3,332-33.7% |
| Admin fee / account holder | $0 | $3,322-100.0% | $5,478-100.0% | $4,645-100.0% |