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 | $2,343 | $169,032-98.6% | $129,207-98.2% | $145,922-98.4% |
| Participation rate | 41.2% | 76.4%-35.3pp | 69.6%-28.4pp | 80.3%-39.1pp |
| Annual return | 25.45% | 14330.11%-14304.7pp | 9417.33%-9391.9pp | 561.29%-535.8pp |
| Employer contribution / active EE | $249 | $5,537-95.5% | $4,153-94.0% | $4,660-94.6% |
| Participant deferral / active EE | $412 | $4,987-91.7% | $4,168-90.1% | $6,688-93.8% |
| Admin fee / account holder | $15 | $9,954-99.8% | $7,715-99.8% | $13,397-99.9% |