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 | $789 | $165,912-99.5% | $122,332-99.4% | $147,584-99.5% |
| Participation rate | 25.0% | 79.6%-54.6pp | 71.6%-46.6pp | 82.8%-57.8pp |
| Annual return | 0.00% | 34.55%-34.6pp | 30.27%-30.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $62 | $5,754-98.9% | $4,050-98.5% | $4,876-98.7% |
| Participant deferral / active EE | $125 | $4,005-96.9% | $3,287-96.2% | $5,439-97.7% |
| Admin fee / account holder | $1 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |