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 3-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 | $3,232 | $109,817-97.1% | $98,442-96.7% | $167,490-98.1% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 0.00% | 1956.69%-1956.7pp | 1492.73%-1492.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $744 | $3,224-76.9% | $2,960-74.9% | $4,837-84.6% |
| Participant deferral / active EE | $2,440 | $4,673-47.8% | $4,276-42.9% | $6,341-61.5% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |