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 | $1,284 | $64,432-98.0% | - | $139,434-99.1% |
| Participation rate | 58.3% | 66.0%-7.7pp | - | 80.3%-22.0pp |
| Annual return | 0.00% | 4.96%-5.0pp | - | 372.94%-372.9pp |
| Employer contribution / active EE | $261 | $6,830-96.2% | - | $4,751-94.5% |
| Participant deferral / active EE | $261 | $2,937-91.1% | - | $6,710-96.1% |
| Admin fee / account holder | $24 | $3,919-99.4% | - | $11,403-99.8% |