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 6-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 | $7,469 | $112,096-93.3% | $95,952-92.2% | $158,922-95.3% |
| Participation rate | 47.8% | 79.0%-31.1pp | 77.1%-29.2pp | 82.0%-34.1pp |
| Annual return | 0.00% | 171.09%-171.1pp | 91.61%-91.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $895 | $3,198-72.0% | $2,541-64.8% | $4,761-81.2% |
| Participant deferral / active EE | $1,888 | $4,784-60.5% | $4,167-54.7% | $5,982-68.4% |
| Admin fee / account holder | $76 | $10,130-99.2% | $6,795-98.9% | $11,246-99.3% |