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 | $9,916 | $57,828-82.9% | $117,039-91.5% | $70,131-85.9% |
| Participation rate | 59.5% | 67.1%-7.7pp | 77.2%-17.7pp | 69.5%-10.1pp |
| Annual return | 0.00% | 17.55%-17.6pp | 18.95%-18.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,220 | $1,816+22.2% | $3,785-41.4% | $2,342-5.2% |
| Participant deferral / active EE | $3,436 | $2,438+41.0% | $3,929-12.5% | $3,332+3.1% |
| Admin fee / account holder | $0 | $3,548-100.0% | $5,974-100.0% | $4,645-100.0% |