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 | $6,454 | $83,337-92.3% | $67,834-90.5% | $273,961-97.6% |
| Participation rate | 64.7% | 76.4%-11.7pp | 68.8%-4.1pp | 83.0%-18.3pp |
| Annual return | 0.00% | 259.45%-259.4pp | 138.47%-138.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,244 | $3,287-62.2% | $2,403-48.2% | $4,869-74.5% |
| Participant deferral / active EE | $2,897 | $4,088-29.1% | $3,160-8.3% | $5,287-45.2% |
| Admin fee / account holder | $13 | $6,752-99.8% | $4,622-99.7% | $10,132-99.9% |