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 | $12,946 | $202,318-93.6% | $172,739-92.5% | $152,861-91.5% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 0.00% | 1029.65%-1029.7pp | 802.84%-802.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,877 | $5,856-50.9% | $5,143-44.1% | $4,762-39.6% |
| Participant deferral / active EE | $5,754 | $5,948-3.3% | $5,198+10.7% | $5,850-1.6% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |