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 6-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 | $3,241 | $115,882-97.2% | $100,516-96.8% | $158,922-98.0% |
| Participation rate | 52.9% | 81.6%-28.6pp | 79.4%-26.5pp | 82.0%-29.0pp |
| Annual return | 0.00% | 34.79%-34.8pp | 30.89%-30.9pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,156 | $4,103-71.8% | $3,418-66.2% | $4,761-75.7% |
| Participant deferral / active EE | $2,007 | $6,674-69.9% | $6,270-68.0% | $5,982-66.5% |
| Admin fee / account holder | $35 | $10,995-99.7% | $8,081-99.6% | $11,246-99.7% |