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 | $6,176 | $85,766-92.8% | $136,294-95.5% | $70,131-91.2% |
| Participation rate | 69.4% | 74.2%-4.8pp | 81.9%-12.5pp | 69.5%-0.2pp |
| Annual return | 0.00% | 31.45%-31.5pp | 5155.94%-5155.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,214 | $2,966-59.1% | $4,695-74.1% | $2,342-48.2% |
| Participant deferral / active EE | $2,920 | $5,051-42.2% | $6,247-53.3% | $3,332-12.4% |
| Admin fee / account holder | $44 | $5,420-99.2% | $9,243-99.5% | $4,645-99.0% |