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 6-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 | $3,522 | $185,200-98.1% | $142,863-97.5% | $167,490-97.9% |
| Participation rate | 50.0% | 78.4%-28.4pp | 71.9%-21.9pp | 82.1%-32.1pp |
| Annual return | 433.33% | 8555.70%-8122.4pp | 5637.54%-5204.2pp | 478.56%-45.2pp |
| Employer contribution / active EE | $813 | $5,604-85.5% | $4,144-80.4% | $4,837-83.2% |
| Participant deferral / active EE | $813 | $4,494-81.9% | $3,837-78.8% | $6,341-87.2% |
| Admin fee / account holder | $2 | $8,031-100.0% | $6,560-100.0% | $12,309-100.0% |