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 | $3,496 | $108,642-96.8% | $74,701-95.3% | $152,861-97.7% |
| Participation rate | 50.0% | 65.3%-15.3pp | 54.5%-4.5pp | 82.4%-32.4pp |
| Annual return | 42.14% | 114.06%-71.9pp | 752.92%-710.8pp | 345.32%-303.2pp |
| Employer contribution / active EE | $948 | $1,503-37.0% | $1,084-12.6% | $4,762-80.1% |
| Participant deferral / active EE | $948 | $2,712-65.1% | $1,964-51.7% | $5,850-83.8% |
| Admin fee / account holder | $11 | $4,902-99.8% | $3,333-99.7% | $11,596-99.9% |