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 7-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 | $8,834 | $42,383-79.2% | $76,523-88.5% | $64,186-86.2% |
| Participation rate | 21.2% | 58.1%-36.9pp | 68.0%-46.8pp | 69.6%-48.4pp |
| Annual return | 0.00% | -16.54%+16.5pp | -0.27%+0.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $584 | $1,563-62.7% | $2,647-77.9% | $2,381-75.5% |
| Participant deferral / active EE | $1,505 | $2,566-41.4% | $3,835-60.8% | $3,470-56.6% |
| Admin fee / account holder | $296 | $3,198-90.7% | $4,848-93.9% | $4,888-93.9% |