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 | $169,032-98.6% | $129,207-98.2% | $145,922-98.4% |
| Participation rate | 0.0% | 76.4%-76.4pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 17.42% | 14330.11%-14312.7pp | 9417.33%-9399.9pp | 561.29%-543.9pp |
| Employer contribution / active EE | $728 | $5,537-86.9% | $4,153-82.5% | $4,660-84.4% |
| Participant deferral / active EE | $796 | $4,987-84.0% | $4,168-80.9% | $6,688-88.1% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |