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 | $5,011 | $60,124-91.7% | $90,404-94.5% | $79,858-93.7% |
| Participation rate | 67.7% | 65.0%+2.8pp | 72.7%-4.9pp | 69.6%-1.9pp |
| Annual return | 0.00% | 71.94%-71.9pp | 1293.02%-1293.0pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,185 | $2,068-42.7% | $3,262-63.7% | $2,471-52.0% |
| Participant deferral / active EE | $1,966 | $2,938-33.1% | $3,963-50.4% | $3,740-47.4% |
| Admin fee / account holder | $231 | $3,976-94.2% | $5,611-95.9% | $5,306-95.6% |