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 | $4,649 | $110,502-95.8% | $80,716-94.2% | $167,490-97.2% |
| Participation rate | 66.7% | 64.0%+2.7pp | 54.2%+12.5pp | 82.1%-15.4pp |
| Annual return | 156.87% | 120.54%+36.3pp | 87.28%+69.6pp | 478.56%-321.7pp |
| Employer contribution / active EE | $500 | $1,543-67.6% | $1,160-56.9% | $4,837-89.7% |
| Participant deferral / active EE | $349 | $2,871-87.9% | $2,146-83.8% | $6,341-94.5% |
| Admin fee / account holder | $31 | $4,545-99.3% | $3,380-99.1% | $12,309-99.7% |