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 9-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 | $9,263 | $73,515-87.4% | $62,995-85.3% | $147,584-93.7% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.8%-8.1pp | 82.8%-16.2pp |
| Annual return | 0.00% | 175.43%-175.4pp | 87.57%-87.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,116 | $3,320-66.4% | $2,759-59.5% | $4,876-77.1% |
| Participant deferral / active EE | $4,833 | $4,185+15.5% | $3,329+45.2% | $5,439-11.1% |
| Admin fee / account holder | $6 | $5,953-99.9% | $3,600-99.8% | $10,885-99.9% |