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 7-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 | $3,524 | $53,127-93.4% | $86,590-95.9% | $70,131-95.0% |
| Participation rate | 46.5% | 65.3%-18.8pp | 73.5%-27.0pp | 69.5%-23.0pp |
| Annual return | 0.00% | 27.66%-27.7pp | 964.84%-964.8pp | 73.14%-73.1pp |
| Employer contribution / active EE | $351 | $2,068-83.1% | $2,839-87.7% | $2,342-85.0% |
| Participant deferral / active EE | $1,213 | $2,696-55.0% | $3,609-66.4% | $3,332-63.6% |
| Admin fee / account holder | $0 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |