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 | $2,164 | $140,578-98.5% | $100,671-97.9% | $125,391-98.3% |
| Participation rate | 60.9% | 80.4%-19.5pp | 70.7%-9.8pp | 83.2%-22.3pp |
| Annual return | 0.00% | 24.67%-24.7pp | 20.43%-20.4pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,303 | $5,965-78.2% | $4,012-67.5% | $4,866-73.2% |
| Participant deferral / active EE | $132 | $3,981-96.7% | $3,144-95.8% | $5,352-97.5% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,540-100.0% |