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 6-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 | $870 | $73,867-98.8% | $143,757-99.4% | $68,494-98.7% |
| Participation rate | 2.2% | 66.7%-64.4pp | 80.3%-78.1pp | 67.9%-65.7pp |
| Annual return | -18.54% | 1.01%-19.5pp | -0.04%-18.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,637-100.0% | $4,027-100.0% |
| Admin fee / account holder | $4 | $5,755-99.9% | $14,673-100.0% | $5,403-99.9% |