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 4-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 | $2,572 | $158,817-98.4% | $121,196-97.9% | $135,375-98.1% |
| Participation rate | 0.0% | 79.3%-79.3pp | 71.7%-71.7pp | 82.6%-82.6pp |
| Annual return | 0.00% | -0.64%+0.6pp | 16.93%-16.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $799 | $5,665-85.9% | $4,022-80.1% | $4,779-83.3% |
| Participant deferral / active EE | $3,383 | $4,005-15.5% | $3,344+1.2% | $5,609-39.7% |
| Admin fee / account holder | $168 | $6,512-97.4% | $5,019-96.7% | $10,827-98.4% |