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 | $7,506 | $46,553-83.9% | $64,056-88.3% | $75,163-90.0% |
| Participation rate | 63.6% | 65.9%-2.3pp | 72.3%-8.7pp | 67.2%-3.6pp |
| Annual return | 0.00% | 26.03%-26.0pp | 33.69%-33.7pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,135 | $1,974-42.5% | $2,747-58.7% | $2,670-57.5% |
| Participant deferral / active EE | $2,552 | $2,837-10.0% | $3,880-34.2% | $4,125-38.1% |
| Admin fee / account holder | $21 | $2,952-99.3% | $3,068-99.3% | $5,651-99.6% |