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 | $4,326 | $100,852-95.7% | $90,404-95.2% | $158,922-97.3% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 74.03% | 1724.20%-1650.2pp | 1293.02%-1219.0pp | 302.83%-228.8pp |
| Employer contribution / active EE | $1,131 | $3,689-69.3% | $3,262-65.3% | $4,761-76.2% |
| Participant deferral / active EE | $1,305 | $4,348-70.0% | $3,963-67.1% | $5,982-78.2% |
| Admin fee / account holder | $207 | $6,501-96.8% | $5,611-96.3% | $11,246-98.2% |