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 | $7,902 | $85,202-90.7% | $172,739-95.4% | $72,985-89.2% |
| Participation rate | 64.5% | 70.1%-5.5pp | 82.6%-18.1pp | 69.5%-5.0pp |
| Annual return | 43.83% | 27.32%+16.5pp | 802.84%-759.0pp | 81.00%-37.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $922 | $3,260-71.7% | $5,198-82.3% | $3,607-74.4% |
| Admin fee / account holder | $34 | $5,884-99.4% | $13,954-99.8% | $5,124-99.3% |