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 3-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 | $852 | $24,730-96.6% | $66,042-98.7% | $84,808-99.0% |
| Participation rate | 54.9% | 68.1%-13.2pp | 67.5%-12.6pp | 68.3%-13.4pp |
| Annual return | 18.38% | 79.55%-61.2pp | 52.11%-33.7pp | 40.90%-22.5pp |
| Employer contribution / active EE | $0 | $857-100.0% | $1,579-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $0 | $1,737-100.0% | $2,835-100.0% | $4,212-100.0% |
| Admin fee / account holder | $6 | $3,014-99.8% | $5,747-99.9% | $7,344-99.9% |