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 | $8,073 | $59,805-86.5% | $79,550-89.9% | $68,494-88.2% |
| Participation rate | 60.3% | 61.1%-0.7pp | 69.5%-9.1pp | 67.9%-7.5pp |
| Annual return | 0.00% | -12.30%+12.3pp | 0.16%-0.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,730 | $1,505+15.0% | $2,413-28.3% | $2,596-33.4% |
| Participant deferral / active EE | $3,048 | $3,024+0.8% | $3,985-23.5% | $4,027-24.3% |
| Admin fee / account holder | $193 | $4,835-96.0% | $6,832-97.2% | $5,403-96.4% |