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 | $9,031 | $105,931-91.5% | $81,930-89.0% | $158,922-94.3% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.0%-22.0pp | 82.0%-32.0pp |
| Annual return | 0.00% | 38.17%-38.2pp | 29.49%-29.5pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,512 | $7,800-80.6% | $4,310-64.9% | $4,761-68.3% |
| Participant deferral / active EE | $2,743 | $13,003-78.9% | $7,107-61.4% | $5,982-54.1% |
| Admin fee / account holder | $15 | $8,489-99.8% | $5,158-99.7% | $11,246-99.9% |