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 6-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 | $5,820 | $37,426-84.5% | $77,482-92.5% | $79,858-92.7% |
| Participation rate | 24.0% | 41.5%-17.5pp | 54.2%-30.2pp | 69.6%-45.6pp |
| Annual return | 0.00% | 39.70%-39.7pp | 54.79%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $319 | $637-49.9% | $986-67.7% | $2,471-87.1% |
| Participant deferral / active EE | $1,115 | $1,260-11.5% | $1,861-40.1% | $3,740-70.2% |
| Admin fee / account holder | $233 | $2,504-90.7% | $2,858-91.8% | $5,306-95.6% |