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 | $9,778 | $190,805-94.9% | $159,960-93.9% | $134,475-92.7% |
| Participation rate | 28.6% | 81.9%-53.4pp | 78.0%-49.4pp | 81.2%-52.7pp |
| Annual return | 0.00% | 552.23%-552.2pp | 408.60%-408.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,224 | $4,995-75.5% | $4,226-71.0% | $4,740-74.2% |
| Participant deferral / active EE | $1,596 | $6,923-76.9% | $6,182-74.2% | $6,400-75.1% |
| Admin fee / account holder | $96 | $10,471-99.1% | $8,698-98.9% | $11,426-99.2% |