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 7-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 | $106 | $103,949-99.9% | $69,182-99.8% | $273,961-100.0% |
| Participation rate | 33.3% | 67.4%-34.0pp | 55.1%-21.8pp | 83.0%-49.7pp |
| Annual return | 0.00% | 35.28%-35.3pp | -21.93%+21.9pp | 41.45%-41.5pp |
| Employer contribution / active EE | $13 | $1,783-99.3% | $1,206-98.9% | $4,869-99.7% |
| Participant deferral / active EE | $17 | $2,716-99.4% | $1,897-99.1% | $5,287-99.7% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |