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 | $877 | $102,547-99.1% | $78,210-98.9% | $147,584-99.4% |
| Participation rate | 66.7% | 74.4%-7.7pp | 68.7%-2.1pp | 82.8%-16.2pp |
| Annual return | 0.00% | 51.08%-51.1pp | 40.90%-40.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $217 | $2,617-91.7% | $2,034-89.3% | $4,876-95.6% |
| Participant deferral / active EE | $359 | $3,481-89.7% | $2,823-87.3% | $5,439-93.4% |
| Admin fee / account holder | $0 | $5,059-100.0% | $3,758-100.0% | $10,885-100.0% |