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 5-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 | $7,882 | $118,849-93.4% | $96,562-91.8% | $167,490-95.3% |
| Participation rate | 43.8% | 75.5%-31.7pp | 69.8%-26.1pp | 82.1%-38.4pp |
| Annual return | 0.00% | 50.49%-50.5pp | 37.78%-37.8pp | 478.56%-478.6pp |
| Employer contribution / active EE | $945 | $3,120-69.7% | $2,356-59.9% | $4,837-80.5% |
| Participant deferral / active EE | $2,415 | $4,616-47.7% | $3,849-37.3% | $6,341-61.9% |
| Admin fee / account holder | $48 | $8,065-99.4% | $6,181-99.2% | $12,309-99.6% |