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 9-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 | $2,023 | $100,901-98.0% | $75,670-97.3% | $147,584-98.6% |
| Participation rate | 66.7% | 77.1%-10.5pp | 72.3%-5.7pp | 82.8%-16.2pp |
| Annual return | 0.00% | 35.78%-35.8pp | 27.34%-27.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $480 | $3,253-85.2% | $2,352-79.6% | $4,876-90.1% |
| Participant deferral / active EE | $852 | $4,027-78.9% | $3,142-72.9% | $5,439-84.3% |
| Admin fee / account holder | $2 | $11,285-100.0% | $5,800-100.0% | $10,885-100.0% |