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 | $5,663 | $81,258-93.0% | $105,218-94.6% | $59,632-90.5% |
| Participation rate | 58.8% | 75.4%-16.6pp | 77.2%-18.4pp | 68.7%-9.8pp |
| Annual return | 0.00% | 1.96%-2.0pp | 5.33%-5.3pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $778 | $2,562-69.6% | $3,255-76.1% | $2,203-64.7% |
| Participant deferral / active EE | $2,384 | $3,881-38.6% | $4,867-51.0% | $3,192-25.3% |
| Admin fee / account holder | $10 | $5,841-99.8% | $6,992-99.9% | $4,297-99.8% |