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 4-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 | $908 | $81,625-98.9% | $58,482-98.4% | $139,434-99.3% |
| Participation rate | 55.6% | 61.3%-5.8pp | 50.9%+4.7pp | 80.3%-24.8pp |
| Annual return | 249.08% | 7404.20%-7155.1pp | 4239.32%-3990.2pp | 372.94%-123.9pp |
| Employer contribution / active EE | $253 | $1,398-81.9% | $1,053-76.0% | $4,751-94.7% |
| Participant deferral / active EE | $460 | $2,557-82.0% | $1,924-76.1% | $6,710-93.1% |
| Admin fee / account holder | $3 | $3,265-99.9% | $2,516-99.9% | $11,403-100.0% |