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 | $2,040 | $95,561-97.9% | $77,163-97.4% | $139,434-98.5% |
| Participation rate | 66.7% | 73.9%-7.3pp | 69.6%-2.9pp | 80.3%-13.7pp |
| Annual return | 0.00% | 54.92%-54.9pp | 37.87%-37.9pp | 372.94%-372.9pp |
| Employer contribution / active EE | $421 | $3,147-86.6% | $2,535-83.4% | $4,751-91.1% |
| Participant deferral / active EE | $846 | $4,624-81.7% | $3,833-77.9% | $6,710-87.4% |
| Admin fee / account holder | $0 | $8,295-100.0% | $5,472-100.0% | $11,403-100.0% |