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 | $11,689 | $65,703-82.2% | $94,224-87.6% | $59,632-80.4% |
| Participation rate | 68.3% | 72.1%-3.8pp | 78.8%-10.5pp | 68.7%-0.4pp |
| Annual return | 0.00% | 5.22%-5.2pp | 10.68%-10.7pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,388 | $2,021-31.3% | $3,587-61.3% | $2,203-37.0% |
| Participant deferral / active EE | $1,876 | $3,143-40.3% | $4,320-56.6% | $3,192-41.2% |
| Admin fee / account holder | $144 | $4,264-96.6% | $6,269-97.7% | $4,297-96.7% |