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 3-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 | $5,384 | $65,561-91.8% | $86,188-93.8% | $75,163-92.8% |
| Participation rate | 66.7% | 60.5%+6.2pp | 69.0%-2.3pp | 67.2%-0.5pp |
| Annual return | 0.00% | 46.05%-46.1pp | 1168.45%-1168.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,049 | $1,553-32.4% | $2,380-55.9% | $2,670-60.7% |
| Participant deferral / active EE | $2,680 | $3,024-11.4% | $3,985-32.7% | $4,125-35.0% |
| Admin fee / account holder | $9 | $5,474-99.8% | $6,852-99.9% | $5,651-99.8% |