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 | $1,649 | $104,106-98.4% | $71,086-97.7% | $135,375-98.8% |
| Participation rate | 22.2% | 65.7%-43.4pp | 54.7%-32.4pp | 82.6%-60.4pp |
| Annual return | 0.00% | 1256.30%-1256.3pp | 650.59%-650.6pp | 519.73%-519.7pp |
| Employer contribution / active EE | $78 | $1,485-94.7% | $1,088-92.8% | $4,779-98.4% |
| Participant deferral / active EE | $380 | $2,527-85.0% | $1,874-79.7% | $5,609-93.2% |
| Admin fee / account holder | $290 | $4,142-93.0% | $3,082-90.6% | $10,827-97.3% |