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 3-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 | $2,237 | $81,625-97.3% | $167,512-98.7% | $74,304-97.0% |
| Participation rate | 0.6% | 60.0%-59.5pp | 77.1%-76.5pp | 60.3%-59.8pp |
| Annual return | 18.15% | 26.09%-7.9pp | 1615.79%-1597.6pp | 29.43%-11.3pp |
| Employer contribution / active EE | $0 | $2,010-100.0% | $3,882-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $0 | $4,115-100.0% | $6,405-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,474-100.0% | $9,769-100.0% | $2,969-100.0% |