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 | $6,299 | $67,619-90.7% | $54,791-88.5% | $158,922-96.0% |
| Participation rate | 60.0% | 80.6%-20.6pp | 65.0%-5.0pp | 82.0%-22.0pp |
| Annual return | 0.00% | 14.21%-14.2pp | 15.11%-15.1pp | 302.83%-302.8pp |
| Employer contribution / active EE | $551 | $4,142-86.7% | $3,035-81.9% | $4,761-88.4% |
| Participant deferral / active EE | $4,174 | $7,369-43.4% | $5,714-27.0% | $5,982-30.2% |
| Admin fee / account holder | $9 | $9,472-99.9% | $6,823-99.9% | $11,246-99.9% |