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 | $19,614 | $165,335-88.1% | $149,696-86.9% | $158,922-87.7% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 0.00% | 348.15%-348.1pp | 276.60%-276.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,468 | $5,103-71.2% | $4,644-68.4% | $4,761-69.2% |
| Participant deferral / active EE | $10,687 | $7,181+48.8% | $6,842+56.2% | $5,982+78.7% |
| Admin fee / account holder | $12 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |