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 3-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 | $7,003 | $202,432-96.5% | $169,368-95.9% | $139,434-95.0% |
| Participation rate | 52.9% | 81.1%-28.1pp | 77.1%-24.2pp | 80.3%-27.4pp |
| Annual return | 0.00% | 531.74%-531.7pp | 405.60%-405.6pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,483 | $4,692-47.1% | $4,013-38.1% | $4,751-47.7% |
| Participant deferral / active EE | $3,882 | $6,938-44.0% | $6,221-37.6% | $6,710-42.1% |
| Admin fee / account holder | $255 | $10,708-97.6% | $9,003-97.2% | $11,403-97.8% |