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 4-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 | $725 | $70,606-99.0% | $53,898-98.7% | $142,382-99.5% |
| Participation rate | 68.8% | 63.7%+5.0pp | 55.0%+13.8pp | 80.1%-11.4pp |
| Annual return | 31.27% | 619.81%-588.5pp | 528.60%-497.3pp | 217.08%-185.8pp |
| Employer contribution / active EE | $305 | $1,202-74.6% | $932-67.3% | $4,299-92.9% |
| Participant deferral / active EE | $381 | $2,364-83.9% | $1,826-79.2% | $6,507-94.2% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |