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 | $7,226 | $85,202-91.5% | $172,739-95.8% | $72,985-90.1% |
| Participation rate | 30.3% | 70.1%-39.8pp | 82.6%-52.3pp | 69.5%-39.2pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.84%-802.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $638 | $3,324-80.8% | $5,143-87.6% | $2,440-73.8% |
| Participant deferral / active EE | $1,397 | $3,260-57.2% | $5,198-73.1% | $3,607-61.3% |
| Admin fee / account holder | $99 | $5,884-98.3% | $13,954-99.3% | $5,124-98.1% |