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 | $236 | $34,934-99.3% | $56,411-99.6% | $74,495-99.7% |
| Participation rate | 4.7% | 32.8%-28.2pp | 52.5%-47.8pp | 67.2%-62.5pp |
| Annual return | 11.55% | 25.94%-14.4pp | 1701.33%-1689.8pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $0 | $1,170-100.0% | $1,952-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,364-100.0% | $2,829-100.0% | $1,942-100.0% |