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 5-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 | $6,548 | $110,809-94.1% | $86,874-92.5% | $167,490-96.1% |
| Participation rate | 69.6% | 75.8%-6.2pp | 71.6%-2.1pp | 82.1%-12.5pp |
| Annual return | 0.00% | 116.98%-117.0pp | 63.52%-63.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,134 | $3,244-65.0% | $2,495-54.5% | $4,837-76.6% |
| Participant deferral / active EE | $3,248 | $4,546-28.5% | $3,699-12.2% | $6,341-48.8% |
| Admin fee / account holder | $35 | $8,415-99.6% | $5,828-99.4% | $12,309-99.7% |