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 | $8,996 | $53,822-83.3% | $75,696-88.1% | $85,850-89.5% |
| Participation rate | 36.4% | 69.1%-32.7pp | 74.8%-38.5pp | 69.3%-33.0pp |
| Annual return | 0.00% | 24.54%-24.5pp | 104.53%-104.5pp | 318.53%-318.5pp |
| Employer contribution / active EE | $412 | $2,017-79.6% | $2,743-85.0% | $2,565-84.0% |
| Participant deferral / active EE | $1,378 | $2,895-52.4% | $3,821-64.0% | $3,952-65.1% |
| Admin fee / account holder | $12 | $3,343-99.6% | $3,619-99.7% | $6,260-99.8% |