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 3-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 | $5,001 | $45,863-89.1% | $77,024-93.5% | $68,494-92.7% |
| Participation rate | 31.6% | 55.9%-24.3pp | 67.9%-36.3pp | 67.9%-36.3pp |
| Annual return | 0.00% | 1.72%-1.7pp | 42.32%-42.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,653 | $2,962-44.2% | $4,426-62.6% | $4,027-58.9% |
| Admin fee / account holder | $41 | $3,041-98.7% | $5,425-99.2% | $5,403-99.2% |