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 10-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 | $5,652 | $84,527-93.3% | $67,711-91.7% | $125,391-95.5% |
| Participation rate | 26.7% | 74.8%-48.1pp | 67.5%-40.9pp | 83.2%-56.5pp |
| Annual return | 0.00% | 2.57%-2.6pp | 25.41%-25.4pp | 282.22%-282.2pp |
| Employer contribution / active EE | $384 | $3,292-88.3% | $2,559-85.0% | $4,866-92.1% |
| Participant deferral / active EE | $1,140 | $4,429-74.3% | $3,585-68.2% | $5,352-78.7% |
| Admin fee / account holder | $6 | $5,340-99.9% | $4,255-99.9% | $9,540-99.9% |