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 6-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 | $9,059 | $115,770-92.2% | $101,248-91.1% | $158,922-94.3% |
| Participation rate | 54.5% | 79.4%-24.8pp | 75.8%-21.3pp | 82.0%-27.4pp |
| Annual return | 0.00% | 56.14%-56.1pp | 46.47%-46.5pp | 302.83%-302.8pp |
| Employer contribution / active EE | $776 | $4,175-81.4% | $3,660-78.8% | $4,761-83.7% |
| Participant deferral / active EE | $4,001 | $4,957-19.3% | $4,370-8.5% | $5,982-33.1% |
| Admin fee / account holder | $5 | $7,245-99.9% | $5,945-99.9% | $11,246-100.0% |