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 10-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 | $2,675 | $47,944-94.4% | $67,834-96.1% | $62,891-95.7% |
| Participation rate | 55.6% | 61.1%-5.5pp | 68.8%-13.2pp | 69.3%-13.8pp |
| Annual return | 0.00% | 11.77%-11.8pp | 138.47%-138.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $384 | $1,562-75.4% | $2,403-84.0% | $2,281-83.2% |
| Participant deferral / active EE | $1,204 | $2,247-46.4% | $3,160-61.9% | $3,203-62.4% |
| Admin fee / account holder | $3 | $3,712-99.9% | $4,622-99.9% | $4,296-99.9% |