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 | $12,751 | $56,199-77.3% | $67,652-81.2% | $59,632-78.6% |
| Participation rate | 42.9% | 71.5%-28.6pp | 75.7%-32.8pp | 68.7%-25.8pp |
| Annual return | -0.28% | 18505.31%-18505.6pp | 6625.04%-6625.3pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,253 | $2,844-55.9% | $3,560-64.8% | $3,192-60.7% |
| Admin fee / account holder | $37 | $3,958-99.1% | $4,821-99.2% | $4,297-99.1% |