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 | $3,577 | $30,732-88.4% | $59,496-94.0% | $59,632-94.0% |
| Participation rate | 14.9% | 43.2%-28.3pp | 54.6%-39.7pp | 68.7%-53.8pp |
| Annual return | 0.00% | 4.47%-4.5pp | 182.05%-182.0pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $298 | $631-52.7% | $1,153-74.1% | $2,203-86.5% |
| Participant deferral / active EE | $393 | $1,183-66.7% | $1,829-78.5% | $3,192-87.7% |
| Admin fee / account holder | $9 | $2,136-99.6% | $2,232-99.6% | $4,297-99.8% |