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 9-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 | $4,804 | $53,127-91.0% | $86,590-94.5% | $70,131-93.2% |
| Participation rate | 58.0% | 65.3%-7.3pp | 73.5%-15.5pp | 69.5%-11.5pp |
| Annual return | 0.00% | 27.66%-27.7pp | 964.84%-964.8pp | 73.14%-73.1pp |
| Employer contribution / active EE | $359 | $2,068-82.6% | $2,839-87.3% | $2,342-84.7% |
| Participant deferral / active EE | $1,748 | $2,696-35.2% | $3,609-51.6% | $3,332-47.5% |
| Admin fee / account holder | $6 | $3,585-99.8% | $4,906-99.9% | $4,645-99.9% |