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 3-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 | $3,889 | $169,032-97.7% | $129,207-97.0% | $145,922-97.3% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 20.44% | 14330.11%-14309.7pp | 9417.33%-9396.9pp | 561.29%-540.8pp |
| Employer contribution / active EE | $524 | $5,537-90.5% | $4,153-87.4% | $4,660-88.8% |
| Participant deferral / active EE | $665 | $4,987-86.7% | $4,168-84.1% | $6,688-90.1% |
| Admin fee / account holder | $13 | $9,954-99.9% | $7,715-99.8% | $13,397-99.9% |