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 | $6,730 | $138,044-95.1% | $125,339-94.6% | $134,475-95.0% |
| Participation rate | 69.2% | 84.5%-15.3pp | 82.4%-13.1pp | 81.2%-12.0pp |
| Annual return | 22.38% | 750.33%-727.9pp | 572.05%-549.7pp | 417.96%-395.6pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,071 | $7,799-60.6% | $7,446-58.8% | $6,400-52.0% |
| Admin fee / account holder | $34 | $11,571-99.7% | $10,010-99.7% | $11,426-99.7% |