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 | $1,049 | $165,912-99.4% | $122,332-99.1% | $147,584-99.3% |
| Participation rate | 20.0% | 79.6%-59.6pp | 71.6%-51.6pp | 82.8%-62.8pp |
| Annual return | 63.03% | 34.55%+28.5pp | 30.27%+32.8pp | 578.55%-515.5pp |
| Employer contribution / active EE | $78 | $5,754-98.6% | $4,050-98.1% | $4,876-98.4% |
| Participant deferral / active EE | $78 | $4,005-98.1% | $3,287-97.6% | $5,439-98.6% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |