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 3-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 | $2,135 | $32,117-93.4% | $71,086-97.0% | $64,186-96.7% |
| Participation rate | 51.2% | 42.7%+8.5pp | 54.7%-3.4pp | 69.6%-18.3pp |
| Annual return | 0.00% | -5.57%+5.6pp | 650.59%-650.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $431 | $712-39.6% | $1,088-60.4% | $2,381-81.9% |
| Participant deferral / active EE | $1,091 | $1,263-13.6% | $1,874-41.8% | $3,470-68.5% |
| Admin fee / account holder | $0 | $2,759-100.0% | $3,082-100.0% | $4,888-100.0% |