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 | $5,005 | $107,015-95.3% | $73,545-93.2% | $147,584-96.6% |
| Participation rate | 68.2% | 66.4%+1.8pp | 54.9%+13.3pp | 82.8%-14.6pp |
| Annual return | 0.00% | 38.25%-38.2pp | -15.16%+15.2pp | 578.55%-578.5pp |
| Employer contribution / active EE | $817 | $1,760-53.6% | $1,219-33.0% | $4,876-83.3% |
| Participant deferral / active EE | $1,901 | $2,462-22.8% | $1,806+5.3% | $5,439-65.0% |
| Admin fee / account holder | $82 | $3,055-97.3% | $2,320-96.5% | $10,885-99.2% |