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 3-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 | $700 | $76,738-99.1% | $56,411-98.8% | $145,922-99.5% |
| Participation rate | 55.6% | 63.2%-7.7pp | 52.5%+3.1pp | 80.3%-24.7pp |
| Annual return | 0.00% | 2994.23%-2994.2pp | 1701.33%-1701.3pp | 561.29%-561.3pp |
| Employer contribution / active EE | $84 | $1,380-93.9% | $1,039-91.9% | $4,660-98.2% |
| Participant deferral / active EE | $430 | $2,623-83.6% | $1,952-78.0% | $6,688-93.6% |
| Admin fee / account holder | $19 | $3,334-99.4% | $2,829-99.3% | $13,397-99.9% |