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 | $792 | $70,606-98.9% | $53,898-98.5% | $142,382-99.4% |
| Participation rate | 63.2% | 63.7%-0.5pp | 55.0%+8.2pp | 80.1%-17.0pp |
| Annual return | 32.59% | 619.81%-587.2pp | 528.60%-496.0pp | 217.08%-184.5pp |
| Employer contribution / active EE | $271 | $1,202-77.5% | $932-71.0% | $4,299-93.7% |
| Participant deferral / active EE | $235 | $2,364-90.1% | $1,826-87.1% | $6,507-96.4% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |