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 8-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 | $4,574 | $76,000-94.0% | $154,107-97.0% | $64,186-92.9% |
| Participation rate | 54.0% | 70.4%-16.4pp | 83.0%-29.0pp | 69.6%-15.6pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.12%-735.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $948 | $3,351-71.7% | $5,298-82.1% | $2,381-60.2% |
| Participant deferral / active EE | $2,066 | $3,175-34.9% | $5,081-59.3% | $3,470-40.5% |
| Admin fee / account holder | $14 | $5,596-99.7% | $13,411-99.9% | $4,888-99.7% |