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 6-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 | $5,629 | $48,570-88.4% | $130,648-95.7% | $72,985-92.3% |
| Participation rate | 58.1% | 58.6%-0.5pp | 71.7%-13.7pp | 69.5%-11.4pp |
| Annual return | 0.00% | 38.63%-38.6pp | 1708.96%-1709.0pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,445 | $1,334+8.3% | $4,092-64.7% | $2,440-40.8% |
| Participant deferral / active EE | $1,736 | $2,384-27.2% | $3,603-51.8% | $3,607-51.9% |
| Admin fee / account holder | $14 | $3,549-99.6% | $5,464-99.7% | $5,124-99.7% |