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 | $6,587 | $49,280-86.6% | $67,313-90.2% | $64,186-89.7% |
| Participation rate | 35.7% | 60.8%-25.1pp | 69.1%-33.4pp | 69.6%-33.9pp |
| Annual return | 0.00% | -1.39%+1.4pp | -4.08%+4.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $861 | $1,668-48.4% | $2,566-66.4% | $2,381-63.8% |
| Participant deferral / active EE | $1,853 | $2,484-25.4% | $3,568-48.1% | $3,470-46.6% |
| Admin fee / account holder | $2 | $3,863-99.9% | $4,507-100.0% | $4,888-100.0% |