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 7-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 | $17,896 | $78,694-77.3% | $67,652-73.5% | $125,391-85.7% |
| Participation rate | 66.7% | 78.8%-12.1pp | 75.7%-9.0pp | 83.2%-16.5pp |
| Annual return | 88.96% | 9.46%+79.5pp | 6625.04%-6536.1pp | 282.22%-193.3pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $8,833 | $4,292+105.8% | $3,560+148.1% | $5,352+65.1% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |