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 | $2,535 | $40,256-93.7% | $57,343-95.6% | $59,632-95.7% |
| Participation rate | 40.9% | 69.2%-28.3pp | 75.1%-34.2pp | 68.7%-27.8pp |
| Annual return | 0.00% | 27.49%-27.5pp | 24.39%-24.4pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $527 | $1,922-72.6% | $2,689-80.4% | $2,203-76.1% |
| Participant deferral / active EE | $679 | $2,399-71.7% | $3,162-78.5% | $3,192-78.7% |
| Admin fee / account holder | $32 | $2,818-98.9% | $3,356-99.0% | $4,297-99.3% |