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 | $3,173 | $202,432-98.4% | $169,368-98.1% | $139,434-97.7% |
| Participation rate | 42.9% | 81.1%-38.2pp | 77.1%-34.3pp | 80.3%-37.5pp |
| Annual return | 0.00% | 531.74%-531.7pp | 405.60%-405.6pp | 372.94%-372.9pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,283 | $6,938-81.5% | $6,221-79.4% | $6,710-80.9% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |