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 | $6,942 | $105,931-93.4% | $81,930-91.5% | $158,922-95.6% |
| Participation rate | 55.0% | 75.6%-20.6pp | 72.0%-17.0pp | 82.0%-27.0pp |
| Annual return | 0.00% | 38.17%-38.2pp | 29.49%-29.5pp | 302.83%-302.8pp |
| Employer contribution / active EE | $489 | $7,800-93.7% | $4,310-88.6% | $4,761-89.7% |
| Participant deferral / active EE | $3,460 | $13,003-73.4% | $7,107-51.3% | $5,982-42.2% |
| Admin fee / account holder | $193 | $8,489-97.7% | $5,158-96.3% | $11,246-98.3% |