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 | $11,230 | $124,185-91.0% | $108,410-89.6% | $167,490-93.3% |
| Participation rate | 57.1% | 82.3%-25.1pp | 80.1%-23.0pp | 82.1%-25.0pp |
| Annual return | 0.00% | 1379.64%-1379.6pp | 905.27%-905.3pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,404 | $4,187-66.5% | $3,558-60.6% | $4,837-71.0% |
| Participant deferral / active EE | $4,843 | $6,908-29.9% | $6,563-26.2% | $6,341-23.6% |
| Admin fee / account holder | $5 | $9,455-99.9% | $7,295-99.9% | $12,309-100.0% |