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 | $7,376 | $92,222-92.0% | $76,768-90.4% | $135,375-94.6% |
| Participation rate | 37.5% | 79.8%-42.3pp | 77.0%-39.5pp | 82.6%-45.1pp |
| Annual return | 0.00% | 5.46%-5.5pp | 2.43%-2.4pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,063 | $3,216-66.9% | $2,485-57.2% | $4,779-77.8% |
| Participant deferral / active EE | $1,941 | $4,509-57.0% | $3,852-49.6% | $5,609-65.4% |
| Admin fee / account holder | $14 | $10,748-99.9% | $6,675-99.8% | $10,827-99.9% |