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 5-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 | $11,999 | $185,200-93.5% | $142,863-91.6% | $167,490-92.8% |
| Participation rate | 57.1% | 78.4%-21.3pp | 71.9%-14.8pp | 82.1%-25.0pp |
| Annual return | 0.00% | 8555.70%-8555.7pp | 5637.54%-5637.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,853 | $5,604-49.1% | $4,144-31.2% | $4,837-41.0% |
| Participant deferral / active EE | $5,639 | $4,494+25.5% | $3,837+47.0% | $6,341-11.1% |
| Admin fee / account holder | $164 | $8,031-98.0% | $6,560-97.5% | $12,309-98.7% |