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 | $2,430 | $102,317-97.6% | $146,958-98.3% | $80,856-97.0% |
| Participation rate | 21.8% | 75.8%-54.0pp | 82.2%-60.3pp | 67.6%-45.8pp |
| Annual return | 16.60% | 134.76%-118.2pp | 418.34%-401.7pp | 35.59%-19.0pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $52 | $7,941-99.3% | $12,998-99.6% | $6,918-99.2% |