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 | $6,732 | $107,015-93.7% | $73,545-90.8% | $147,584-95.4% |
| Participation rate | 27.8% | 66.4%-38.6pp | 54.9%-27.2pp | 82.8%-55.1pp |
| Annual return | 0.00% | 38.25%-38.2pp | -15.16%+15.2pp | 578.55%-578.5pp |
| Employer contribution / active EE | $479 | $1,760-72.8% | $1,219-60.7% | $4,876-90.2% |
| Participant deferral / active EE | $2,027 | $2,462-17.7% | $1,806+12.2% | $5,439-62.7% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |