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 | $6,265 | $81,900-92.4% | $119,609-94.8% | $68,494-90.9% |
| Participation rate | 60.3% | 71.9%-11.5pp | 79.3%-18.9pp | 67.9%-7.5pp |
| Annual return | 0.00% | -23.82%+23.8pp | -14.97%+15.0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,280 | $2,693-52.5% | $4,232-69.8% | $2,596-50.7% |
| Participant deferral / active EE | $3,152 | $4,148-24.0% | $5,602-43.7% | $4,027-21.7% |
| Admin fee / account holder | $2 | $6,582-100.0% | $10,323-100.0% | $5,403-100.0% |