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 | $3,833 | $109,817-96.5% | $98,442-96.1% | $167,490-97.7% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 40.94% | 1956.69%-1915.7pp | 1492.73%-1451.8pp | 478.56%-437.6pp |
| Employer contribution / active EE | $996 | $3,224-69.1% | $2,960-66.3% | $4,837-79.4% |
| Participant deferral / active EE | $1,592 | $4,673-65.9% | $4,276-62.8% | $6,341-74.9% |
| Admin fee / account holder | $27 | $6,753-99.6% | $5,949-99.5% | $12,309-99.8% |