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 | $1,872 | $104,106-98.2% | $71,086-97.4% | $135,375-98.6% |
| Participation rate | 40.9% | 65.7%-24.7pp | 54.7%-13.7pp | 82.6%-41.7pp |
| Annual return | 0.00% | 1256.30%-1256.3pp | 650.59%-650.6pp | 519.73%-519.7pp |
| Employer contribution / active EE | $241 | $1,485-83.8% | $1,088-77.8% | $4,779-95.0% |
| Participant deferral / active EE | $507 | $2,527-79.9% | $1,874-73.0% | $5,609-91.0% |
| Admin fee / account holder | $77 | $4,142-98.1% | $3,082-97.5% | $10,827-99.3% |