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 | $3,252 | $107,015-97.0% | $73,545-95.6% | $147,584-97.8% |
| Participation rate | 18.8% | 66.4%-47.6pp | 54.9%-36.2pp | 82.8%-64.1pp |
| Annual return | 21.09% | 38.25%-17.2pp | -15.16%+36.3pp | 578.55%-557.5pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $1,219-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $90 | $2,462-96.4% | $1,806-95.0% | $5,439-98.4% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |