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 | $10,962 | $99,020-88.9% | $86,590-87.3% | $147,584-92.6% |
| Participation rate | 0.0% | 76.3%-76.3pp | 73.5%-73.5pp | 82.8%-82.8pp |
| Annual return | 0.00% | 1312.34%-1312.3pp | 964.84%-964.8pp | 578.55%-578.5pp |
| Employer contribution / active EE | $3,684 | $3,132+17.6% | $2,839+29.8% | $4,876-24.4% |
| Participant deferral / active EE | $6,468 | $3,972+62.8% | $3,609+79.2% | $5,439+18.9% |
| Admin fee / account holder | $7 | $5,710-99.9% | $4,906-99.9% | $10,885-99.9% |