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 | $9,783 | $107,015-90.9% | $73,545-86.7% | $147,584-93.4% |
| Participation rate | 6.7% | 66.4%-59.7pp | 54.9%-48.3pp | 82.8%-76.2pp |
| Annual return | 0.00% | 38.25%-38.2pp | -15.16%+15.2pp | 578.55%-578.5pp |
| Employer contribution / active EE | $141 | $1,760-92.0% | $1,219-88.5% | $4,876-97.1% |
| Participant deferral / active EE | $503 | $2,462-79.6% | $1,806-72.1% | $5,439-90.8% |
| Admin fee / account holder | $7 | $3,055-99.8% | $2,320-99.7% | $10,885-99.9% |