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 | $9,646 | $114,047-91.5% | $96,139-90.0% | $167,490-94.2% |
| Participation rate | 36.4% | 75.1%-38.7pp | 68.4%-32.1pp | 82.1%-45.7pp |
| Annual return | 0.00% | 189.88%-189.9pp | 191.94%-191.9pp | 478.56%-478.6pp |
| Employer contribution / active EE | $869 | $3,427-74.6% | $2,797-68.9% | $4,837-82.0% |
| Participant deferral / active EE | $1,130 | $5,194-78.2% | $4,349-74.0% | $6,341-82.2% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |