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 4-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 | $13,535 | $100,754-86.6% | $86,677-84.4% | $134,475-89.9% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | 0.00% | 29.04%-29.0pp | 35.91%-35.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $3,600 | $3,489+3.2% | $2,836+26.9% | $4,740-24.0% |
| Participant deferral / active EE | $5,785 | $5,338+8.4% | $4,656+24.3% | $6,400-9.6% |
| Admin fee / account holder | $8 | $10,926-99.9% | $7,493-99.9% | $11,426-99.9% |