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 | $6,551 | $43,327-84.9% | $59,878-89.1% | $64,186-89.8% |
| Participation rate | 57.7% | 69.2%-11.5pp | 74.7%-17.0pp | 69.6%-11.9pp |
| Annual return | 0.00% | -1.55%+1.5pp | 3.46%-3.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,246 | $2,028-38.6% | $2,722-54.2% | $2,381-47.7% |
| Participant deferral / active EE | $1,466 | $2,546-42.4% | $3,402-56.9% | $3,470-57.7% |
| Admin fee / account holder | $0 | $3,005-100.0% | $3,590-100.0% | $4,888-100.0% |