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 | $1,548 | $108,642-98.6% | $74,701-97.9% | $152,861-99.0% |
| Participation rate | 34.8% | 65.3%-30.6pp | 54.5%-19.7pp | 82.4%-47.7pp |
| Annual return | 0.00% | 114.06%-114.1pp | 752.92%-752.9pp | 345.32%-345.3pp |
| Employer contribution / active EE | $216 | $1,503-85.6% | $1,084-80.1% | $4,762-95.5% |
| Participant deferral / active EE | $297 | $2,712-89.1% | $1,964-84.9% | $5,850-94.9% |
| Admin fee / account holder | $21 | $4,902-99.6% | $3,333-99.4% | $11,596-99.8% |