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 | $3,444 | $211,958-98.4% | $169,463-98.0% | $135,375-97.5% |
| Participation rate | 68.8% | 82.6%-13.9pp | 77.8%-9.0pp | 82.6%-13.9pp |
| Annual return | 0.00% | 3.26%-3.3pp | 1.83%-1.8pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,338 | $5,120-73.9% | $4,159-67.8% | $4,779-72.0% |
| Participant deferral / active EE | $1,741 | $6,075-71.3% | $5,277-67.0% | $5,609-69.0% |
| Admin fee / account holder | $48 | $11,471-99.6% | $9,109-99.5% | $10,827-99.6% |