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 5-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 | $7,919 | $118,680-93.3% | $98,907-92.0% | $158,922-95.0% |
| Participation rate | 50.0% | 77.8%-27.8pp | 76.0%-26.0pp | 82.0%-32.0pp |
| Annual return | 0.00% | 372.35%-372.4pp | 196.43%-196.4pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,372 | $3,333-58.8% | $2,689-49.0% | $4,761-71.2% |
| Participant deferral / active EE | $2,187 | $5,088-57.0% | $4,244-48.5% | $5,982-63.4% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |