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 10-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 | $2,379 | $165,912-98.6% | $122,332-98.1% | $147,584-98.4% |
| Participation rate | 18.2% | 79.6%-61.4pp | 71.6%-53.5pp | 82.8%-64.6pp |
| Annual return | 26.30% | 34.55%-8.3pp | 30.27%-4.0pp | 578.55%-552.3pp |
| Employer contribution / active EE | $75 | $5,754-98.7% | $4,050-98.2% | $4,876-98.5% |
| Participant deferral / active EE | $75 | $4,005-98.1% | $3,287-97.7% | $5,439-98.6% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |