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 | $4,856 | $73,515-93.4% | $62,995-92.3% | $147,584-96.7% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.8%-24.8pp | 82.8%-32.8pp |
| Annual return | 0.00% | 175.43%-175.4pp | 87.57%-87.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,130 | $3,320-66.0% | $2,759-59.0% | $4,876-76.8% |
| Participant deferral / active EE | $1,130 | $4,185-73.0% | $3,329-66.1% | $5,439-79.2% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |