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 3-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 | $6,328 | $49,922-87.3% | $80,569-92.1% | $75,163-91.6% |
| Participation rate | 21.9% | 55.3%-33.4pp | 67.0%-45.1pp | 67.2%-45.3pp |
| Annual return | 0.00% | 34.69%-34.7pp | 935.43%-935.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $634 | $1,698-62.7% | $2,723-76.7% | $2,670-76.2% |
| Participant deferral / active EE | $1,295 | $2,990-56.7% | $4,447-70.9% | $4,125-68.6% |
| Admin fee / account holder | $199 | $3,577-94.4% | $5,377-96.3% | $5,651-96.5% |