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 | $11,714 | $104,907-88.8% | $84,611-86.2% | $152,861-92.3% |
| Participation rate | 54.5% | 74.8%-20.3pp | 68.2%-13.7pp | 82.4%-27.9pp |
| Annual return | 0.00% | 373.79%-373.8pp | 258.74%-258.7pp | 345.32%-345.3pp |
| Employer contribution / active EE | $349 | $3,302-89.4% | $2,652-86.8% | $4,762-92.7% |
| Participant deferral / active EE | $1,261 | $4,688-73.1% | $3,899-67.6% | $5,850-78.4% |
| Admin fee / account holder | $54 | $6,241-99.1% | $4,912-98.9% | $11,596-99.5% |