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 | $8,657 | $108,642-92.0% | $74,701-88.4% | $152,861-94.3% |
| Participation rate | 45.0% | 65.3%-20.3pp | 54.5%-9.5pp | 82.4%-37.4pp |
| Annual return | 0.00% | 114.06%-114.1pp | 752.92%-752.9pp | 345.32%-345.3pp |
| Employer contribution / active EE | $689 | $1,503-54.1% | $1,084-36.4% | $4,762-85.5% |
| Participant deferral / active EE | $1,258 | $2,712-53.6% | $1,964-35.9% | $5,850-78.5% |
| Admin fee / account holder | $190 | $4,902-96.1% | $3,333-94.3% | $11,596-98.4% |