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 7-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 | $6,403 | $90,600-92.9% | $79,464-91.9% | $135,375-95.3% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | 0.00% | 977.43%-977.4pp | 718.14%-718.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,308 | $3,068-57.4% | $2,800-53.3% | $4,779-72.6% |
| Participant deferral / active EE | $3,181 | $4,050-21.5% | $3,704-14.1% | $5,609-43.3% |
| Admin fee / account holder | $4 | $5,907-99.9% | $5,113-99.9% | $10,827-100.0% |