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 | $4,299 | $39,019-89.0% | $80,716-94.7% | $85,850-95.0% |
| Participation rate | 44.1% | 41.5%+2.6pp | 54.2%-10.0pp | 69.3%-25.2pp |
| Annual return | 0.00% | 26.27%-26.3pp | 87.28%-87.3pp | 318.53%-318.5pp |
| Employer contribution / active EE | $370 | $722-48.8% | $1,160-68.1% | $2,565-85.6% |
| Participant deferral / active EE | $1,467 | $1,326+10.7% | $2,146-31.6% | $3,952-62.9% |
| Admin fee / account holder | $98 | $2,431-96.0% | $3,380-97.1% | $6,260-98.4% |