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 9-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 | $1,579 | $91,037-98.3% | $71,671-97.8% | $147,584-98.9% |
| Participation rate | 62.5% | 76.1%-13.6pp | 68.7%-6.2pp | 82.8%-20.3pp |
| Annual return | 58.02% | 20.48%+37.5pp | 20.65%+37.4pp | 578.55%-520.5pp |
| Employer contribution / active EE | $494 | $3,327-85.1% | $2,460-79.9% | $4,876-89.9% |
| Participant deferral / active EE | $1,076 | $4,498-76.1% | $3,438-68.7% | $5,439-80.2% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |