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 5-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 | $4,146 | $53,777-92.3% | $134,143-96.9% | $79,858-94.8% |
| Participation rate | 67.6% | 58.8%+8.9pp | 72.2%-4.5pp | 69.6%-2.0pp |
| Annual return | 0.00% | 19.01%-19.0pp | 36.33%-36.3pp | 31.71%-31.7pp |
| Employer contribution / active EE | $319 | $1,321-75.9% | $3,704-91.4% | $2,471-87.1% |
| Participant deferral / active EE | $2,124 | $2,420-12.2% | $3,499-39.3% | $3,740-43.2% |
| Admin fee / account holder | $1 | $3,984-100.0% | $6,684-100.0% | $5,306-100.0% |