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 | $4,962 | $95,193-94.8% | $76,523-93.5% | $135,375-96.3% |
| Participation rate | 43.5% | 74.4%-30.9pp | 68.0%-24.5pp | 82.6%-39.2pp |
| Annual return | -7.38% | 4.85%-12.2pp | -0.27%-7.1pp | 519.73%-527.1pp |
| Employer contribution / active EE | $260 | $3,302-92.1% | $2,647-90.2% | $4,779-94.6% |
| Participant deferral / active EE | $796 | $4,639-82.8% | $3,835-79.3% | $5,609-85.8% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |