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 | $6,345 | $53,127-88.1% | $86,590-92.7% | $70,131-91.0% |
| Participation rate | 30.3% | 65.3%-35.0pp | 73.5%-43.2pp | 69.5%-39.2pp |
| Annual return | 0.00% | 27.66%-27.7pp | 964.84%-964.8pp | 73.14%-73.1pp |
| Employer contribution / active EE | $517 | $2,068-75.0% | $2,839-81.8% | $2,342-77.9% |
| Participant deferral / active EE | $885 | $2,696-67.2% | $3,609-75.5% | $3,332-73.4% |
| Admin fee / account holder | $90 | $3,585-97.5% | $4,906-98.2% | $4,645-98.1% |