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 8-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 | $17,206 | $198,466-91.3% | $170,442-89.9% | $147,584-88.3% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 0.00% | 257.29%-257.3pp | 205.93%-205.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,115 | $6,184-65.8% | $5,433-61.1% | $4,876-56.6% |
| Participant deferral / active EE | $5,408 | $5,629-3.9% | $4,939+9.5% | $5,439-0.6% |
| Admin fee / account holder | $186 | $16,852-98.9% | $13,880-98.7% | $10,885-98.3% |