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 4-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 | $5,255 | $92,703-94.3% | $82,719-93.6% | $134,475-96.1% |
| Participation rate | 63.2% | 75.2%-12.0pp | 72.6%-9.4pp | 81.2%-18.1pp |
| Annual return | 0.00% | 944.92%-944.9pp | 701.18%-701.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $693 | $3,274-78.8% | $3,009-77.0% | $4,740-85.4% |
| Participant deferral / active EE | $2,854 | $4,802-40.6% | $4,395-35.1% | $6,400-55.4% |
| Admin fee / account holder | $155 | $5,983-97.4% | $5,329-97.1% | $11,426-98.6% |