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 | $5,121 | $107,015-95.2% | $73,545-93.0% | $147,584-96.5% |
| Participation rate | 52.9% | 66.4%-13.4pp | 54.9%-2.0pp | 82.8%-29.9pp |
| Annual return | 0.00% | 38.25%-38.2pp | -15.16%+15.2pp | 578.55%-578.5pp |
| Employer contribution / active EE | $526 | $1,760-70.1% | $1,219-56.8% | $4,876-89.2% |
| Participant deferral / active EE | $2,057 | $2,462-16.4% | $1,806+13.9% | $5,439-62.2% |
| Admin fee / account holder | $20 | $3,055-99.4% | $2,320-99.2% | $10,885-99.8% |