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 | $7,600 | $75,828-90.0% | $147,614-94.9% | $59,632-87.3% |
| Participation rate | 59.8% | 71.6%-11.8pp | 84.6%-24.9pp | 68.7%-8.9pp |
| Annual return | 0.00% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,661 | $3,485-52.3% | $5,564-70.2% | $2,203-24.6% |
| Participant deferral / active EE | $2,536 | $3,130-19.0% | $4,895-48.2% | $3,192-20.6% |
| Admin fee / account holder | $21 | $5,985-99.6% | $11,611-99.8% | $4,297-99.5% |