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 7-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 | $7,497 | $85,202-91.2% | $172,739-95.7% | $72,985-89.7% |
| Participation rate | 15.8% | 70.1%-54.3pp | 82.6%-66.9pp | 69.5%-53.7pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.84%-802.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $528 | $3,324-84.1% | $5,143-89.7% | $2,440-78.4% |
| Participant deferral / active EE | $1,150 | $3,260-64.7% | $5,198-77.9% | $3,607-68.1% |
| Admin fee / account holder | $146 | $5,884-97.5% | $13,954-99.0% | $5,124-97.1% |