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 | $13,072 | $140,578-90.7% | $100,671-87.0% | $125,391-89.6% |
| Participation rate | 50.0% | 80.4%-30.4pp | 70.7%-20.7pp | 83.2%-33.2pp |
| Annual return | 0.00% | 24.67%-24.7pp | 20.43%-20.4pp | 282.22%-282.2pp |
| Employer contribution / active EE | $600 | $5,965-89.9% | $4,012-85.0% | $4,866-87.7% |
| Participant deferral / active EE | $6,000 | $3,981+50.7% | $3,144+90.9% | $5,352+12.1% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,540-100.0% |