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 5-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 | $13,537 | $176,812-92.3% | $146,665-90.8% | $167,490-91.9% |
| Participation rate | 62.5% | 83.6%-21.1pp | 80.1%-17.6pp | 82.1%-19.6pp |
| Annual return | 0.00% | 24.03%-24.0pp | 22.74%-22.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,131 | $5,160-78.1% | $4,136-72.7% | $4,837-76.6% |
| Participant deferral / active EE | $6,971 | $6,440+8.3% | $5,506+26.6% | $6,341+9.9% |
| Admin fee / account holder | $15 | $13,259-99.9% | $10,280-99.9% | $12,309-99.9% |