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 | $5,707 | $104,486-94.5% | $76,817-92.6% | $152,861-96.3% |
| Participation rate | 68.8% | 76.6%-7.8pp | 72.1%-3.3pp | 82.4%-13.7pp |
| Annual return | 0.00% | 1013.37%-1013.4pp | 1166.11%-1166.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $436 | $3,116-86.0% | $2,302-81.1% | $4,762-90.9% |
| Participant deferral / active EE | $1,349 | $4,236-68.2% | $3,336-59.6% | $5,850-76.9% |
| Admin fee / account holder | $12 | $12,275-99.9% | $6,420-99.8% | $11,596-99.9% |