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 | $6,595 | $114,047-94.2% | $96,139-93.1% | $167,490-96.1% |
| Participation rate | 60.0% | 75.1%-15.1pp | 68.4%-8.4pp | 82.1%-22.1pp |
| Annual return | 0.00% | 189.88%-189.9pp | 191.94%-191.9pp | 478.56%-478.6pp |
| Employer contribution / active EE | $489 | $3,427-85.7% | $2,797-82.5% | $4,837-89.9% |
| Participant deferral / active EE | $3,371 | $5,194-35.1% | $4,349-22.5% | $6,341-46.8% |
| Admin fee / account holder | $27 | $6,897-99.6% | $5,537-99.5% | $12,309-99.8% |