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 9-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 | $3,852 | $63,346-93.9% | $92,233-95.8% | $70,131-94.5% |
| Participation rate | 59.1% | 68.7%-9.6pp | 76.5%-17.4pp | 69.5%-10.5pp |
| Annual return | 0.00% | 530.12%-530.1pp | 176.28%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $796 | $2,471-67.8% | $3,679-78.4% | $2,342-66.0% |
| Participant deferral / active EE | $1,681 | $2,854-41.1% | $3,897-56.8% | $3,332-49.5% |
| Admin fee / account holder | $150 | $3,840-96.1% | $5,194-97.1% | $4,645-96.8% |