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 | $3,987 | $112,881-96.5% | $90,951-95.6% | $158,922-97.5% |
| Participation rate | 39.1% | 74.7%-35.6pp | 69.0%-29.9pp | 82.0%-42.8pp |
| Annual return | 0.00% | 215.79%-215.8pp | 134.60%-134.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $844 | $2,893-70.8% | $2,122-60.2% | $4,761-82.3% |
| Participant deferral / active EE | $1,115 | $4,128-73.0% | $3,373-67.0% | $5,982-81.4% |
| Admin fee / account holder | $39 | $8,041-99.5% | $5,959-99.3% | $11,246-99.7% |