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 | $3,440 | $108,172-96.8% | $77,482-95.6% | $158,922-97.8% |
| Participation rate | 12.5% | 64.4%-51.9pp | 54.2%-41.7pp | 82.0%-69.5pp |
| Annual return | 0.00% | 31.67%-31.7pp | 54.79%-54.8pp | 302.83%-302.8pp |
| Employer contribution / active EE | $210 | $1,325-84.1% | $986-78.7% | $4,761-95.6% |
| Participant deferral / active EE | $210 | $2,456-91.4% | $1,861-88.7% | $5,982-96.5% |
| Admin fee / account holder | $18 | $3,708-99.5% | $2,858-99.4% | $11,246-99.8% |