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 10-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 | $2,746 | $32,117-91.5% | $71,086-96.1% | $64,186-95.7% |
| Participation rate | 26.3% | 42.7%-16.4pp | 54.7%-28.3pp | 69.6%-43.3pp |
| Annual return | -9.54% | -5.57%-4.0pp | 650.59%-660.1pp | 7.63%-17.2pp |
| Employer contribution / active EE | $148 | $712-79.2% | $1,088-86.4% | $2,381-93.8% |
| Participant deferral / active EE | $488 | $1,263-61.4% | $1,874-74.0% | $3,470-85.9% |
| Admin fee / account holder | $0 | $2,759-100.0% | $3,082-100.0% | $4,888-100.0% |