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 10-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 | $7,646 | $84,527-91.0% | $67,711-88.7% | $125,391-93.9% |
| Participation rate | 50.0% | 74.8%-24.8pp | 67.5%-17.5pp | 83.2%-33.2pp |
| Annual return | 0.00% | 2.57%-2.6pp | 25.41%-25.4pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,348 | $3,292-59.0% | $2,559-47.3% | $4,866-72.3% |
| Participant deferral / active EE | $2,473 | $4,429-44.2% | $3,585-31.0% | $5,352-53.8% |
| Admin fee / account holder | $13 | $5,340-99.8% | $4,255-99.7% | $9,540-99.9% |