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 | $7,949 | $102,604-92.3% | $86,188-90.8% | $139,434-94.3% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 39.57% | 1922.51%-1882.9pp | 1168.45%-1128.9pp | 372.94%-333.4pp |
| Employer contribution / active EE | $888 | $3,032-70.7% | $2,380-62.7% | $4,751-81.3% |
| Participant deferral / active EE | $4,067 | $4,676-13.0% | $3,985+2.0% | $6,710-39.4% |
| Admin fee / account holder | $13 | $8,657-99.9% | $6,852-99.8% | $11,403-99.9% |