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 | $2,919 | $49,173-94.1% | $121,098-97.6% | $75,163-96.1% |
| Participation rate | 69.0% | 55.4%+13.6pp | 69.5%-0.5pp | 67.2%+1.8pp |
| Annual return | 273.63% | 55.99%+217.6pp | 985.75%-712.1pp | 160.62%+113.0pp |
| Employer contribution / active EE | $765 | $1,546-50.5% | $4,164-81.6% | $2,670-71.4% |
| Participant deferral / active EE | $1,290 | $2,628-50.9% | $4,080-68.4% | $4,125-68.7% |
| Admin fee / account holder | $10 | $3,942-99.7% | $5,644-99.8% | $5,651-99.8% |