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 8-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 | $4,965 | $99,032-95.0% | $80,019-93.8% | $135,375-96.3% |
| Participation rate | 57.1% | 78.4%-21.2pp | 75.8%-18.7pp | 82.6%-25.5pp |
| Annual return | 0.00% | 15.39%-15.4pp | 11.22%-11.2pp | 519.73%-519.7pp |
| Employer contribution / active EE | $898 | $3,043-70.5% | $2,468-63.6% | $4,779-81.2% |
| Participant deferral / active EE | $2,155 | $4,282-49.7% | $3,686-41.5% | $5,609-61.6% |
| Admin fee / account holder | $36 | $10,436-99.7% | $6,521-99.4% | $10,827-99.7% |