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 | $5,325 | $46,732-88.6% | $156,549-96.6% | $55,167-90.3% |
| Participation rate | 41.1% | 65.8%-24.7pp | 84.0%-42.9pp | 69.0%-27.9pp |
| Annual return | 0.00% | 17.72%-17.7pp | 32.23%-32.2pp | 169.23%-169.2pp |
| Employer contribution / active EE | $962 | $2,105-54.3% | $5,501-82.5% | $1,963-51.0% |
| Participant deferral / active EE | $1,214 | $2,204-44.9% | $4,871-75.1% | $3,054-60.2% |
| Admin fee / account holder | $11 | $418-97.4% | $13,027-99.9% | $504-97.9% |