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 5-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 | $10,057 | $127,264-92.1% | $109,895-90.8% | $167,490-94.0% |
| Participation rate | 41.7% | 77.9%-36.2pp | 74.2%-32.6pp | 82.1%-40.4pp |
| Annual return | 0.00% | 22.97%-23.0pp | 29.45%-29.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,479 | $3,322-25.4% | $2,842-12.8% | $4,837-48.8% |
| Participant deferral / active EE | $1,386 | $4,514-69.3% | $4,048-65.8% | $6,341-78.1% |
| Admin fee / account holder | $12 | $7,114-99.8% | $6,066-99.8% | $12,309-99.9% |