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 | $3,042 | $104,106-97.1% | $71,086-95.7% | $135,375-97.8% |
| Participation rate | 10.5% | 65.7%-55.1pp | 54.7%-44.1pp | 82.6%-72.1pp |
| Annual return | -8.56% | 1256.30%-1264.9pp | 650.59%-659.2pp | 519.73%-528.3pp |
| Employer contribution / active EE | $132 | $1,485-91.1% | $1,088-87.9% | $4,779-97.2% |
| Participant deferral / active EE | $198 | $2,527-92.2% | $1,874-89.4% | $5,609-96.5% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |