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 | $3,592 | $60,124-94.0% | $90,404-96.0% | $79,858-95.5% |
| Participation rate | 48.4% | 65.0%-16.6pp | 72.7%-24.3pp | 69.6%-21.2pp |
| Annual return | 178.50% | 71.94%+106.6pp | 1293.02%-1114.5pp | 31.71%+146.8pp |
| Employer contribution / active EE | $642 | $2,068-69.0% | $3,262-80.3% | $2,471-74.0% |
| Participant deferral / active EE | $902 | $2,938-69.3% | $3,963-77.2% | $3,740-75.9% |
| Admin fee / account holder | $24 | $3,976-99.4% | $5,611-99.6% | $5,306-99.5% |