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 | $23,330-96.3% | $64,489-98.7% | $82,448-99.0% |
| Participation rate | 54.9% | 68.3%-13.4pp | 67.7%-12.8pp | 68.1%-13.2pp |
| Annual return | 18.38% | 83.66%-65.3pp | 55.03%-36.6pp | 41.64%-23.3pp |
| Employer contribution / active EE | $0 | $824-100.0% | $1,523-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $1,707-100.0% | $2,778-100.0% | $4,139-100.0% |
| Admin fee / account holder | $6 | $2,946-99.8% | $4,260-99.9% | $7,234-99.9% |