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 | $4,761 | $48,046-90.1% | $84,611-94.4% | $72,985-93.5% |
| Participation rate | 0.0% | 57.6%-57.6pp | 68.2%-68.2pp | 69.5%-69.5pp |
| Annual return | 0.00% | 37.38%-37.4pp | 258.74%-258.7pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,557 | $1,602-2.8% | $2,652-41.3% | $2,440-36.2% |
| Participant deferral / active EE | $2,860 | $2,680+6.7% | $3,899-26.7% | $3,607-20.7% |
| Admin fee / account holder | $222 | $3,395-93.5% | $4,912-95.5% | $5,124-95.7% |