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 6-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 | $7,777 | $89,652-91.3% | $141,162-94.5% | $65,185-88.1% |
| Participation rate | 58.2% | 74.7%-16.5pp | 82.5%-24.3pp | 70.2%-12.0pp |
| Annual return | 0.00% | 32.79%-32.8pp | 71.39%-71.4pp | 29.38%-29.4pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,965 | $5,691-47.9% | $6,709-55.8% | $3,514-15.6% |
| Admin fee / account holder | $42 | $569-92.5% | $10,261-99.6% | $847-95.0% |