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 | $2,397 | $99,079-97.6% | $77,999-96.9% | $273,961-99.1% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.5%-13.0pp | 83.0%-20.5pp |
| Annual return | 0.00% | 217.93%-217.9pp | 425.96%-426.0pp | 41.45%-41.5pp |
| Employer contribution / active EE | $662 | $3,308-80.0% | $2,470-73.2% | $4,869-86.4% |
| Participant deferral / active EE | $1,073 | $4,306-75.1% | $3,497-69.3% | $5,287-79.7% |
| Admin fee / account holder | $5 | $8,954-99.9% | $5,480-99.9% | $10,132-100.0% |