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 10-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 | $6,295 | $97,757-93.6% | $83,848-92.5% | $135,375-95.4% |
| Participation rate | 0.0% | 80.0%-80.0pp | 76.1%-76.1pp | 82.6%-82.6pp |
| Annual return | -8.00% | 1287.37%-1295.4pp | 850.88%-858.9pp | 519.73%-527.7pp |
| Employer contribution / active EE | $4,244 | $4,222+0.5% | $3,631+16.9% | $4,779-11.2% |
| Participant deferral / active EE | $2,671 | $4,682-43.0% | $4,082-34.6% | $5,609-52.4% |
| Admin fee / account holder | $16 | $6,674-99.8% | $5,478-99.7% | $10,827-99.9% |