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 | $7,289 | $62,586-88.4% | $76,768-90.5% | $64,186-88.6% |
| Participation rate | 55.8% | 72.8%-17.0pp | 77.0%-21.2pp | 69.6%-13.8pp |
| Annual return | 0.00% | -1.95%+1.9pp | 2.43%-2.4pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,044 | $1,832-43.0% | $2,485-58.0% | $2,381-56.1% |
| Participant deferral / active EE | $1,693 | $3,145-46.2% | $3,852-56.0% | $3,470-51.2% |
| Admin fee / account holder | $84 | $4,667-98.2% | $6,675-98.7% | $4,888-98.3% |