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 | $5,991 | $72,177-91.7% | $115,037-94.8% | $59,632-90.0% |
| Participation rate | 52.9% | 72.6%-19.7pp | 81.4%-28.5pp | 68.7%-15.8pp |
| Annual return | 0.00% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $996 | $2,841-64.9% | $4,608-78.4% | $2,203-54.8% |
| Participant deferral / active EE | $2,225 | $4,783-53.5% | $6,026-63.1% | $3,192-30.3% |
| Admin fee / account holder | $146 | $4,927-97.0% | $8,175-98.2% | $4,297-96.6% |