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 | $749 | $104,106-99.3% | $71,086-98.9% | $135,375-99.4% |
| Participation rate | 50.0% | 65.7%-15.7pp | 54.7%-4.7pp | 82.6%-32.6pp |
| Annual return | -10.82% | 1256.30%-1267.1pp | 650.59%-661.4pp | 519.73%-530.6pp |
| Employer contribution / active EE | $179 | $1,485-87.9% | $1,088-83.5% | $4,779-96.2% |
| Participant deferral / active EE | $296 | $2,527-88.3% | $1,874-84.2% | $5,609-94.7% |
| Admin fee / account holder | $9 | $4,142-99.8% | $3,082-99.7% | $10,827-99.9% |