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 | $13,503 | $63,346-78.7% | $92,233-85.4% | $70,131-80.7% |
| Participation rate | 65.1% | 68.7%-3.6pp | 76.5%-11.4pp | 69.5%-4.4pp |
| Annual return | 0.00% | 530.12%-530.1pp | 176.28%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,481 | $2,471-40.1% | $3,679-59.7% | $2,342-36.8% |
| Participant deferral / active EE | $2,824 | $2,854-1.0% | $3,897-27.5% | $3,332-15.2% |
| Admin fee / account holder | $173 | $3,840-95.5% | $5,194-96.7% | $4,645-96.3% |