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 8-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 | $2,462 | $102,966-97.6% | $90,281-97.3% | $152,861-98.4% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 2142.86% | 95.16%+2047.7pp | 78.10%+2064.8pp | 345.32%+1797.5pp |
| Employer contribution / active EE | $555 | $3,139-82.3% | $2,854-80.5% | $4,762-88.3% |
| Participant deferral / active EE | $981 | $4,281-77.1% | $3,885-74.7% | $5,850-83.2% |
| Admin fee / account holder | $5 | $6,171-99.9% | $5,351-99.9% | $11,596-100.0% |