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 | $8,671 | $58,851-85.3% | $115,157-92.5% | $72,985-88.1% |
| Participation rate | 50.0% | 65.5%-15.5pp | 75.9%-25.9pp | 69.5%-19.5pp |
| Annual return | 0.00% | 23.16%-23.2pp | 35.60%-35.6pp | 81.00%-81.0pp |
| Employer contribution / active EE | $949 | $1,798-47.2% | $3,179-70.1% | $2,440-61.1% |
| Participant deferral / active EE | $3,076 | $2,643+16.4% | $4,168-26.2% | $3,607-14.7% |
| Admin fee / account holder | $9 | $6,370-99.9% | $7,088-99.9% | $5,124-99.8% |