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 4-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 | $8,891 | $152,509-94.2% | $117,472-92.4% | $134,475-93.4% |
| Participation rate | 61.9% | 77.1%-15.2pp | 70.6%-8.7pp | 81.2%-19.3pp |
| Annual return | 0.00% | 52.99%-53.0pp | 29.74%-29.7pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,986 | $5,571-64.3% | $4,176-52.4% | $4,740-58.1% |
| Participant deferral / active EE | $3,732 | $4,818-22.5% | $4,070-8.3% | $6,400-41.7% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |