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 | $4,412 | $51,620-91.5% | $90,281-95.1% | $65,185-93.2% |
| Participation rate | 48.7% | 68.6%-19.9pp | 73.3%-24.6pp | 70.2%-21.5pp |
| Annual return | 0.00% | 24.94%-24.9pp | 78.10%-78.1pp | 29.38%-29.4pp |
| Employer contribution / active EE | $624 | $2,235-72.1% | $2,854-78.1% | $2,177-71.3% |
| Participant deferral / active EE | $1,551 | $2,871-46.0% | $3,885-60.1% | $3,514-55.9% |
| Admin fee / account holder | $4 | $384-98.9% | $5,351-99.9% | $847-99.5% |