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 4-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 | $1,270 | $152,509-99.2% | $117,472-98.9% | $134,475-99.1% |
| Participation rate | 57.1% | 77.1%-19.9pp | 70.6%-13.4pp | 81.2%-24.1pp |
| Annual return | 0.00% | 52.99%-53.0pp | 29.74%-29.7pp | 417.96%-418.0pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,085 | $4,818-77.5% | $4,070-73.3% | $6,400-83.0% |
| Admin fee / account holder | $250 | $7,004-96.4% | $5,645-95.6% | $11,426-97.8% |