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 | $6,060 | $32,037-81.1% | $69,182-91.2% | $62,891-90.4% |
| Participation rate | 19.4% | 43.4%-24.0pp | 55.1%-35.7pp | 69.3%-49.9pp |
| Annual return | 0.00% | 15.16%-15.2pp | -21.93%+21.9pp | 20.14%-20.1pp |
| Employer contribution / active EE | $394 | $679-42.1% | $1,206-67.4% | $2,281-82.7% |
| Participant deferral / active EE | $990 | $1,185-16.5% | $1,897-47.8% | $3,203-69.1% |
| Admin fee / account holder | $36 | $2,608-98.6% | $2,697-98.7% | $4,296-99.2% |