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 8-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 | $5,340 | $105,998-95.0% | $92,233-94.2% | $147,584-96.4% |
| Participation rate | 14.3% | 80.4%-66.1pp | 76.5%-62.2pp | 82.8%-68.5pp |
| Annual return | 0.00% | 50.05%-50.0pp | 176.28%-176.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,321 | $4,333-46.4% | $3,679-36.9% | $4,876-52.4% |
| Participant deferral / active EE | $4,116 | $4,478-8.1% | $3,897+5.6% | $5,439-24.3% |
| Admin fee / account holder | $69 | $6,332-98.9% | $5,194-98.7% | $10,885-99.4% |