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 | $428 | $76,401-99.4% | $106,387-99.6% | $64,186-99.3% |
| Participation rate | 27.3% | 73.5%-46.3pp | 77.5%-50.2pp | 69.6%-42.3pp |
| Annual return | 36.37% | -2.19%+38.6pp | 0.25%+36.1pp | 7.63%+28.7pp |
| Employer contribution / active EE | $0 | $2,680-100.0% | $3,520-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,421-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $4,610-100.0% | $7,510-100.0% | $4,888-100.0% |