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 | $2,017 | $101,069-98.0% | $81,478-97.5% | $147,584-98.6% |
| Participation rate | 54.2% | 74.5%-20.3pp | 68.0%-13.8pp | 82.8%-28.7pp |
| Annual return | 33.82% | 32.40%+1.4pp | 38.78%-5.0pp | 578.55%-544.7pp |
| Employer contribution / active EE | $162 | $3,205-94.9% | $2,568-93.7% | $4,876-96.7% |
| Participant deferral / active EE | $646 | $4,242-84.8% | $3,537-81.7% | $5,439-88.1% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |