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 | $4,180 | $72,492-94.2% | $87,100-95.2% | $72,985-94.3% |
| Participation rate | 62.5% | 72.8%-10.3pp | 76.9%-14.4pp | 69.5%-7.0pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.00%-81.0pp |
| Employer contribution / active EE | $765 | $1,894-59.6% | $2,521-69.7% | $2,440-68.7% |
| Participant deferral / active EE | $1,781 | $3,270-45.5% | $4,049-56.0% | $3,607-50.6% |
| Admin fee / account holder | $14 | $5,055-99.7% | $7,497-99.8% | $5,124-99.7% |