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 6-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 | $7,476 | $108,642-93.1% | $74,701-90.0% | $152,861-95.1% |
| Participation rate | 14.3% | 65.3%-51.1pp | 54.5%-40.2pp | 82.4%-68.2pp |
| Annual return | 0.00% | 114.06%-114.1pp | 752.92%-752.9pp | 345.32%-345.3pp |
| Employer contribution / active EE | $93 | $1,503-93.8% | $1,084-91.5% | $4,762-98.1% |
| Participant deferral / active EE | $906 | $2,712-66.6% | $1,964-53.9% | $5,850-84.5% |
| Admin fee / account holder | $17 | $4,902-99.7% | $3,333-99.5% | $11,596-99.9% |