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 7-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 | $2,903 | $60,124-95.2% | $90,404-96.8% | $79,858-96.4% |
| Participation rate | 43.7% | 65.0%-21.3pp | 72.7%-29.0pp | 69.6%-26.0pp |
| Annual return | 27.47% | 71.94%-44.5pp | 1293.02%-1265.5pp | 31.71%-4.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $776 | $2,938-73.6% | $3,963-80.4% | $3,740-79.2% |
| Admin fee / account holder | $179 | $3,976-95.5% | $5,611-96.8% | $5,306-96.6% |