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 6-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 | $2,337 | $169,161-98.6% | $129,295-98.2% | $145,959-98.4% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 17.42% | 14348.07%-14330.6pp | 9429.28%-9411.9pp | 561.95%-544.5pp |
| Employer contribution / active EE | $728 | $5,543-86.9% | $4,157-82.5% | $4,661-84.4% |
| Participant deferral / active EE | $796 | $4,989-84.0% | $4,169-80.9% | $6,689-88.1% |
| Admin fee / account holder | $0 | $9,878-100.0% | $7,665-100.0% | $13,398-100.0% |