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 | $1,110 | $81,625-98.6% | $58,482-98.1% | $139,434-99.2% |
| Participation rate | 58.3% | 61.3%-3.0pp | 50.9%+7.5pp | 80.3%-22.0pp |
| Annual return | 12.05% | 7404.20%-7392.1pp | 4239.32%-4227.3pp | 372.94%-360.9pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $647 | $2,557-74.7% | $1,924-66.4% | $6,710-90.4% |
| Admin fee / account holder | $291 | $3,265-91.1% | $2,516-88.5% | $11,403-97.5% |