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 | $5,363 | $104,251-94.9% | $91,001-94.1% | $147,584-96.4% |
| Participation rate | 40.9% | 78.2%-37.3pp | 75.6%-34.7pp | 82.8%-41.9pp |
| Annual return | 0.00% | 27.06%-27.1pp | 4.60%-4.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $944 | $3,116-69.7% | $2,456-61.6% | $4,876-80.6% |
| Participant deferral / active EE | $1,153 | $4,195-72.5% | $3,547-67.5% | $5,439-78.8% |
| Admin fee / account holder | $228 | $8,948-97.5% | $5,417-95.8% | $10,885-97.9% |