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 | $3,641 | $47,848-92.4% | $81,478-95.5% | $70,131-94.8% |
| Participation rate | 50.0% | 58.3%-8.3pp | 68.0%-18.0pp | 69.5%-19.5pp |
| Annual return | 0.00% | 27.25%-27.2pp | 38.78%-38.8pp | 73.14%-73.1pp |
| Employer contribution / active EE | $322 | $1,527-78.9% | $2,568-87.5% | $2,342-86.3% |
| Participant deferral / active EE | $1,505 | $2,453-38.6% | $3,537-57.4% | $3,332-54.8% |
| Admin fee / account holder | $0 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |