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 | $3,629 | $32,117-88.7% | $71,086-94.9% | $64,186-94.3% |
| Participation rate | 35.2% | 42.7%-7.5pp | 54.7%-19.5pp | 69.6%-34.4pp |
| Annual return | -7.66% | -5.57%-2.1pp | 650.59%-658.2pp | 7.63%-15.3pp |
| Employer contribution / active EE | $159 | $712-77.7% | $1,088-85.4% | $2,381-93.3% |
| Participant deferral / active EE | $363 | $1,263-71.3% | $1,874-80.6% | $3,470-89.5% |
| Admin fee / account holder | $24 | $2,759-99.1% | $3,082-99.2% | $4,888-99.5% |