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 6-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 | $4,201 | $72,277-94.2% | $101,248-95.9% | $79,858-94.7% |
| Participation rate | 63.2% | 68.5%-5.3pp | 75.8%-12.6pp | 69.6%-6.5pp |
| Annual return | 0.00% | 22.30%-22.3pp | 46.47%-46.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,168 | $2,692-56.6% | $3,660-68.1% | $2,471-52.7% |
| Participant deferral / active EE | $1,655 | $3,282-49.6% | $4,370-62.1% | $3,740-55.8% |
| Admin fee / account holder | $181 | $4,400-95.9% | $5,945-97.0% | $5,306-96.6% |