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 | $6,326 | $100,852-93.7% | $90,404-93.0% | $158,922-96.0% |
| Participation rate | 54.5% | 75.0%-20.5pp | 72.7%-18.1pp | 82.0%-27.4pp |
| Annual return | 43.95% | 1724.20%-1680.3pp | 1293.02%-1249.1pp | 302.83%-258.9pp |
| Employer contribution / active EE | $616 | $3,689-83.3% | $3,262-81.1% | $4,761-87.1% |
| Participant deferral / active EE | $1,226 | $4,348-71.8% | $3,963-69.1% | $5,982-79.5% |
| Admin fee / account holder | $54 | $6,501-99.2% | $5,611-99.0% | $11,246-99.5% |