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 8-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 | $1,507 | $27,641-94.5% | $61,373-97.5% | $68,494-97.8% |
| Participation rate | 1.3% | 39.5%-38.2pp | 52.6%-51.3pp | 67.9%-66.6pp |
| Annual return | -17.47% | -13.24%-4.2pp | 338.61%-356.1pp | -7.84%-9.6pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $1,263-100.0% | $2,125-100.0% | $4,027-100.0% |
| Admin fee / account holder | $16 | $2,010-99.2% | $2,130-99.2% | $5,403-99.7% |