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 8-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 | $2,383 | $108,172-97.8% | $77,482-96.9% | $158,922-98.5% |
| Participation rate | 20.0% | 64.4%-44.4pp | 54.2%-34.2pp | 82.0%-62.0pp |
| Annual return | 70.26% | 31.67%+38.6pp | 54.79%+15.5pp | 302.83%-232.6pp |
| Employer contribution / active EE | $136 | $1,325-89.7% | $986-86.2% | $4,761-97.1% |
| Participant deferral / active EE | $170 | $2,456-93.1% | $1,861-90.9% | $5,982-97.2% |
| Admin fee / account holder | $6 | $3,708-99.8% | $2,858-99.8% | $11,246-99.9% |