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 3-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 | $208 | $99,921-99.8% | $85,009-99.8% | $145,959-99.9% |
| Participation rate | 7.1% | 74.1%-66.9pp | 67.5%-60.4pp | 80.3%-73.1pp |
| Annual return | 28.88% | 83.89%-55.0pp | 66.47%-37.6pp | 561.95%-533.1pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,728-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $5,293-100.0% | $4,522-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4 | $7,252-100.0% | $6,153-99.9% | $13,398-100.0% |