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 10-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 | $5,161 | $104,106-95.0% | $71,086-92.7% | $135,375-96.2% |
| Participation rate | 22.2% | 65.7%-43.4pp | 54.7%-32.4pp | 82.6%-60.4pp |
| Annual return | -8.03% | 1256.30%-1264.3pp | 650.59%-658.6pp | 519.73%-527.8pp |
| Employer contribution / active EE | $220 | $1,485-85.2% | $1,088-79.8% | $4,779-95.4% |
| Participant deferral / active EE | $239 | $2,527-90.5% | $1,874-87.2% | $5,609-95.7% |
| Admin fee / account holder | $73 | $4,142-98.2% | $3,082-97.6% | $10,827-99.3% |