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 3-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 | $4,909 | $48,265-89.8% | $68,791-92.9% | $68,494-92.8% |
| Participation rate | 39.4% | 60.7%-21.3pp | 69.0%-29.6pp | 67.9%-28.5pp |
| Annual return | 0.00% | -12.71%+12.7pp | -6.38%+6.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $904 | $1,829-50.5% | $2,655-65.9% | $2,596-65.2% |
| Participant deferral / active EE | $1,419 | $2,867-50.5% | $3,941-64.0% | $4,027-64.8% |
| Admin fee / account holder | $133 | $4,355-96.9% | $4,932-97.3% | $5,403-97.5% |