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 | $9,778 | $114,047-91.4% | $96,139-89.8% | $167,490-94.2% |
| Participation rate | 44.4% | 75.1%-30.6pp | 68.4%-24.0pp | 82.1%-37.7pp |
| Annual return | 0.00% | 189.88%-189.9pp | 191.94%-191.9pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,166 | $3,427-66.0% | $2,797-58.3% | $4,837-75.9% |
| Participant deferral / active EE | $3,036 | $5,194-41.5% | $4,349-30.2% | $6,341-52.1% |
| Admin fee / account holder | $35 | $6,897-99.5% | $5,537-99.4% | $12,309-99.7% |