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 | $3,393 | $49,922-93.2% | $80,569-95.8% | $75,163-95.5% |
| Participation rate | 55.2% | 55.3%-0.1pp | 67.0%-11.8pp | 67.2%-12.0pp |
| Annual return | 0.00% | 34.69%-34.7pp | 935.43%-935.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $518 | $1,698-69.5% | $2,723-81.0% | $2,670-80.6% |
| Participant deferral / active EE | $1,232 | $2,990-58.8% | $4,447-72.3% | $4,125-70.1% |
| Admin fee / account holder | $13 | $3,577-99.7% | $5,377-99.8% | $5,651-99.8% |