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 7-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 | $5,949 | $107,334-94.5% | $92,893-93.6% | $152,861-96.1% |
| Participation rate | 46.7% | 79.8%-33.1pp | 76.0%-29.3pp | 82.4%-35.8pp |
| Annual return | 0.00% | 145.58%-145.6pp | 109.41%-109.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,043 | $4,221-75.3% | $3,653-71.4% | $4,762-78.1% |
| Participant deferral / active EE | $1,557 | $4,845-67.9% | $4,236-63.2% | $5,850-73.4% |
| Admin fee / account holder | $1 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |