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 8-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 | $1,274 | $32,117-96.0% | $71,086-98.2% | $64,186-98.0% |
| Participation rate | 41.4% | 42.7%-1.3pp | 54.7%-13.3pp | 69.6%-28.2pp |
| Annual return | 0.00% | -5.57%+5.6pp | 650.59%-650.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $223 | $712-68.7% | $1,088-79.5% | $2,381-90.6% |
| Participant deferral / active EE | $386 | $1,263-69.4% | $1,874-79.4% | $3,470-88.9% |
| Admin fee / account holder | $100 | $2,759-96.4% | $3,082-96.8% | $4,888-98.0% |