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 | $7,240 | $104,486-93.1% | $76,817-90.6% | $152,861-95.3% |
| Participation rate | 56.3% | 76.6%-20.3pp | 72.1%-15.8pp | 82.4%-26.2pp |
| Annual return | 46.51% | 1013.37%-966.9pp | 1166.11%-1119.6pp | 345.32%-298.8pp |
| Employer contribution / active EE | $759 | $3,116-75.6% | $2,302-67.0% | $4,762-84.1% |
| Participant deferral / active EE | $2,771 | $4,236-34.6% | $3,336-16.9% | $5,850-52.6% |
| Admin fee / account holder | $64 | $12,275-99.5% | $6,420-99.0% | $11,596-99.4% |