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 | $436 | $70,606-99.4% | $53,898-99.2% | $142,382-99.7% |
| Participation rate | 56.3% | 63.7%-7.5pp | 55.0%+1.3pp | 80.1%-23.9pp |
| Annual return | 17.16% | 619.81%-602.7pp | 528.60%-511.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $244 | $2,364-89.7% | $1,826-86.7% | $6,507-96.3% |
| Admin fee / account holder | $112 | $2,852-96.1% | $2,491-95.5% | $12,624-99.1% |