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 | $4,078 | $34,934-88.3% | $56,411-92.8% | $74,495-94.5% |
| Participation rate | 17.7% | 32.8%-15.1pp | 52.5%-34.8pp | 67.2%-49.5pp |
| Annual return | 0.00% | 25.94%-25.9pp | 1701.33%-1701.3pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $449 | $609-26.2% | $1,039-56.7% | $2,623-82.9% |
| Participant deferral / active EE | $328 | $1,170-72.0% | $1,952-83.2% | $4,346-92.4% |
| Admin fee / account holder | $10 | $2,364-99.6% | $2,829-99.7% | $1,942-99.5% |