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 | $7,138 | $85,202-91.6% | $172,739-95.9% | $72,985-90.2% |
| Participation rate | 44.9% | 70.1%-25.2pp | 82.6%-37.7pp | 69.5%-24.6pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.84%-802.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $532 | $3,324-84.0% | $5,143-89.6% | $2,440-78.2% |
| Participant deferral / active EE | $2,585 | $3,260-20.7% | $5,198-50.3% | $3,607-28.3% |
| Admin fee / account holder | $6 | $5,884-99.9% | $13,954-100.0% | $5,124-99.9% |