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 5-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 | $326 | $176,377-99.8% | $134,143-99.8% | $158,922-99.8% |
| Participation rate | 33.3% | 78.7%-45.4pp | 72.2%-38.8pp | 82.0%-48.6pp |
| Annual return | 0.00% | 63.63%-63.6pp | 36.33%-36.3pp | 302.83%-302.8pp |
| Employer contribution / active EE | $39 | $5,040-99.2% | $3,704-98.9% | $4,761-99.2% |
| Participant deferral / active EE | $59 | $4,091-98.6% | $3,499-98.3% | $5,982-99.0% |
| Admin fee / account holder | $1 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |