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 5-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 | $4,542 | $91,190-95.0% | $178,490-97.5% | $79,858-94.3% |
| Participation rate | 33.3% | 69.2%-35.9pp | 81.9%-48.6pp | 69.6%-36.3pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.07%-151.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $525 | $3,256-83.9% | $5,011-89.5% | $2,471-78.8% |
| Participant deferral / active EE | $955 | $3,236-70.5% | $5,202-81.6% | $3,740-74.5% |
| Admin fee / account holder | $56 | $6,751-99.2% | $13,984-99.6% | $5,306-99.0% |