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 | $6,613 | $54,350-87.8% | $82,719-92.0% | $68,494-90.3% |
| Participation rate | 21.3% | 63.9%-42.6pp | 72.6%-51.3pp | 67.9%-46.6pp |
| Annual return | 0.00% | -13.67%+13.7pp | 701.18%-701.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $493 | $2,218-77.8% | $3,009-83.6% | $2,596-81.0% |
| Participant deferral / active EE | $999 | $3,246-69.2% | $4,395-77.3% | $4,027-75.2% |
| Admin fee / account holder | $98 | $4,395-97.8% | $5,329-98.2% | $5,403-98.2% |