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 | $1,245 | $88,672-98.6% | $105,223-98.8% | $82,448-98.5% |
| Participation rate | 2.5% | 67.9%-65.4pp | 75.0%-72.5pp | 68.1%-65.6pp |
| Annual return | 20.99% | 30.86%-9.9pp | 180.65%-159.7pp | 41.64%-20.6pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5 | $7,146-99.9% | $8,859-99.9% | $7,234-99.9% |