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 6-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 | $24,388 | $91,538-73.4% | $129,995-81.2% | $75,163-67.6% |
| Participation rate | 39.3% | 71.4%-32.2pp | 78.5%-39.2pp | 67.2%-27.9pp |
| Annual return | 38.07% | -631.11%+669.2pp | -137.18%+175.2pp | 160.62%-122.5pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,711 | $4,341-14.5% | $5,820-36.2% | $4,125-10.0% |
| Admin fee / account holder | $94 | $6,790-98.6% | $10,614-99.1% | $5,651-98.3% |