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 | $5,106 | $72,177-92.9% | $115,037-95.6% | $59,632-91.4% |
| Participation rate | 69.2% | 72.6%-3.3pp | 81.4%-12.1pp | 68.7%+0.6pp |
| Annual return | 0.00% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,495 | $2,841-47.4% | $4,608-67.5% | $2,203-32.1% |
| Participant deferral / active EE | $2,343 | $4,783-51.0% | $6,026-61.1% | $3,192-26.6% |
| Admin fee / account holder | $28 | $4,927-99.4% | $8,175-99.7% | $4,297-99.3% |