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 4-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 | $13,563 | $217,402-93.8% | $185,823-92.7% | $167,490-91.9% |
| Participation rate | 40.0% | 86.0%-46.0pp | 81.7%-41.7pp | 82.1%-42.1pp |
| Annual return | 0.00% | 148.36%-148.4pp | 122.05%-122.1pp | 478.56%-478.6pp |
| Employer contribution / active EE | $3,561 | $5,873-39.4% | $5,167-31.1% | $4,837-26.4% |
| Participant deferral / active EE | $4,252 | $6,356-33.1% | $5,568-23.6% | $6,341-32.9% |
| Admin fee / account holder | $117 | $19,811-99.4% | $16,237-99.3% | $12,309-99.0% |