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 5-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 | $29,256 | $91,552-68.0% | $133,956-78.2% | $79,858-63.4% |
| Participation rate | 23.5% | 73.3%-49.8pp | 79.8%-56.3pp | 69.6%-46.1pp |
| Annual return | 0.00% | 61.85%-61.8pp | 45.09%-45.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $655 | $2,384-72.5% | $3,919-83.3% | $2,471-73.5% |
| Participant deferral / active EE | $2,206 | $3,733-40.9% | $5,048-56.3% | $3,740-41.0% |
| Admin fee / account holder | $202 | $6,321-96.8% | $8,927-97.7% | $5,306-96.2% |