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 | $14,054 | $63,346-77.8% | $92,233-84.8% | $70,131-80.0% |
| Participation rate | 45.2% | 68.7%-23.4pp | 76.5%-31.2pp | 69.5%-24.3pp |
| Annual return | 0.00% | 530.12%-530.1pp | 176.28%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,179 | $2,471-52.3% | $3,679-68.0% | $2,342-49.7% |
| Participant deferral / active EE | $1,559 | $2,854-45.4% | $3,897-60.0% | $3,332-53.2% |
| Admin fee / account holder | $33 | $3,840-99.1% | $5,194-99.4% | $4,645-99.3% |