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 10-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 | $2,053 | $153,311-98.7% | $109,313-98.1% | $273,961-99.3% |
| Participation rate | 33.3% | 80.1%-46.8pp | 71.3%-37.9pp | 83.0%-49.7pp |
| Annual return | 4.20% | 29.86%-25.7pp | 22.07%-17.9pp | 41.45%-37.2pp |
| Employer contribution / active EE | $20 | $5,619-99.6% | $3,892-99.5% | $4,869-99.6% |
| Participant deferral / active EE | $20 | $3,932-99.5% | $3,166-99.4% | $5,287-99.6% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,132-100.0% |