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 5-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 | $7,367 | $156,846-95.3% | $121,098-93.9% | $139,434-94.7% |
| Participation rate | 23.1% | 76.4%-53.3pp | 69.5%-46.4pp | 80.3%-57.2pp |
| Annual return | 21.96% | 1474.56%-1452.6pp | 985.75%-963.8pp | 372.94%-351.0pp |
| Employer contribution / active EE | $240 | $5,536-95.7% | $4,164-94.2% | $4,751-94.9% |
| Participant deferral / active EE | $266 | $4,844-94.5% | $4,080-93.5% | $6,710-96.0% |
| Admin fee / account holder | $9 | $6,946-99.9% | $5,644-99.8% | $11,403-99.9% |