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 8-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 | $5,652 | $72,404-92.2% | $110,238-94.9% | $64,186-91.2% |
| Participation rate | 51.9% | 73.3%-21.5pp | 79.8%-28.0pp | 69.6%-17.7pp |
| Annual return | 0.00% | -6.29%+6.3pp | 314.74%-314.7pp | 7.63%-7.6pp |
| Employer contribution / active EE | $949 | $2,282-58.4% | $3,826-75.2% | $2,381-60.1% |
| Participant deferral / active EE | $2,175 | $3,469-37.3% | $4,672-53.4% | $3,470-37.3% |
| Admin fee / account holder | $33 | $5,664-99.4% | $8,547-99.6% | $4,888-99.3% |