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 3-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 | $8,374 | $91,538-90.9% | $129,995-93.6% | $75,163-88.9% |
| Participation rate | 14.8% | 71.4%-56.6pp | 78.5%-63.7pp | 67.2%-52.4pp |
| Annual return | 0.00% | -631.11%+631.1pp | -137.18%+137.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,109 | $2,845-61.0% | $4,320-74.3% | $2,670-58.5% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $14 | $6,790-99.8% | $10,614-99.9% | $5,651-99.8% |