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 | $3,847 | $64,348-94.0% | $90,160-95.7% | $70,131-94.5% |
| Participation rate | 8.8% | 70.4%-61.6pp | 76.9%-68.1pp | 69.5%-60.7pp |
| Annual return | 23.03% | 28.13%-5.1pp | 34.88%-11.9pp | 73.14%-50.1pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $0 | $4,389-100.0% | $5,288-100.0% | $3,332-100.0% |
| Admin fee / account holder | $8 | $3,944-99.8% | $5,943-99.9% | $4,645-99.8% |