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 | $4,768 | $108,642-95.6% | $74,701-93.6% | $152,861-96.9% |
| Participation rate | 37.5% | 65.3%-27.8pp | 54.5%-17.0pp | 82.4%-44.9pp |
| Annual return | 27.63% | 114.06%-86.4pp | 752.92%-725.3pp | 345.32%-317.7pp |
| Employer contribution / active EE | $276 | $1,503-81.6% | $1,084-74.5% | $4,762-94.2% |
| Participant deferral / active EE | $875 | $2,712-67.7% | $1,964-55.4% | $5,850-85.0% |
| Admin fee / account holder | $155 | $4,902-96.8% | $3,333-95.3% | $11,596-98.7% |