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 | $5,023 | $34,308-85.4% | $74,701-93.3% | $72,985-93.1% |
| Participation rate | 31.7% | 42.4%-10.7pp | 54.5%-22.8pp | 69.5%-37.8pp |
| Annual return | 0.00% | 26.58%-26.6pp | 752.92%-752.9pp | 81.00%-81.0pp |
| Employer contribution / active EE | $649 | $692-6.1% | $1,084-40.1% | $2,440-73.4% |
| Participant deferral / active EE | $841 | $1,271-33.8% | $1,964-57.1% | $3,607-76.7% |
| Admin fee / account holder | $10 | $2,124-99.5% | $3,333-99.7% | $5,124-99.8% |