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 | $578 | $32,037-98.2% | $69,182-99.2% | $62,891-99.1% |
| Participation rate | 67.0% | 43.4%+23.6pp | 55.1%+11.9pp | 69.3%-2.3pp |
| Annual return | 0.00% | 15.16%-15.2pp | -21.93%+21.9pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $449 | $1,185-62.1% | $1,897-76.3% | $3,203-86.0% |
| Admin fee / account holder | $3 | $2,608-99.9% | $2,697-99.9% | $4,296-99.9% |