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 7-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 | $6,937 | $109,817-93.7% | $98,442-93.0% | $167,490-95.9% |
| Participation rate | 25.0% | 75.8%-50.8pp | 73.3%-48.3pp | 82.1%-57.1pp |
| Annual return | 45.83% | 1956.69%-1910.9pp | 1492.73%-1446.9pp | 478.56%-432.7pp |
| Employer contribution / active EE | $456 | $3,224-85.9% | $2,960-84.6% | $4,837-90.6% |
| Participant deferral / active EE | $1,826 | $4,673-60.9% | $4,276-57.3% | $6,341-71.2% |
| Admin fee / account holder | $26 | $6,753-99.6% | $5,949-99.6% | $12,309-99.8% |