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 4-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 | $6,753 | $176,056-96.2% | $159,436-95.8% | $167,490-96.0% |
| Participation rate | 57.1% | 84.9%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 0.00% | 331.75%-331.7pp | 263.57%-263.6pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,189 | $5,297-58.7% | $4,829-54.7% | $4,837-54.7% |
| Participant deferral / active EE | $5,113 | $7,750-34.0% | $7,352-30.5% | $6,341-19.4% |
| Admin fee / account holder | $15 | $12,554-99.9% | $10,799-99.9% | $12,309-99.9% |