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 | $8,186 | $106,515-92.3% | $96,683-91.5% | $139,434-94.1% |
| Participation rate | 45.0% | 77.8%-32.8pp | 74.3%-29.3pp | 80.3%-35.3pp |
| Annual return | 0.00% | 38.43%-38.4pp | 35.69%-35.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,364 | $4,103-66.8% | $3,737-63.5% | $4,751-71.3% |
| Participant deferral / active EE | $2,904 | $5,454-46.7% | $4,878-40.5% | $6,710-56.7% |
| Admin fee / account holder | $80 | $7,877-99.0% | $6,730-98.8% | $11,403-99.3% |