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 | $3,872 | $99,020-96.1% | $86,590-95.5% | $147,584-97.4% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 43.20% | 1312.34%-1269.1pp | 964.84%-921.6pp | 578.55%-535.4pp |
| Employer contribution / active EE | $289 | $3,132-90.8% | $2,839-89.8% | $4,876-94.1% |
| Participant deferral / active EE | $1,028 | $3,972-74.1% | $3,609-71.5% | $5,439-81.1% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |