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 8-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 | $9,346 | $198,466-95.3% | $170,442-94.5% | $147,584-93.7% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 0.00% | 257.29%-257.3pp | 205.93%-205.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,828 | $6,184-70.4% | $5,433-66.4% | $4,876-62.5% |
| Participant deferral / active EE | $2,730 | $5,629-51.5% | $4,939-44.7% | $5,439-49.8% |
| Admin fee / account holder | $46 | $16,852-99.7% | $13,880-99.7% | $10,885-99.6% |