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 | $16,181 | $82,630-80.4% | $64,105-74.8% | $125,391-87.1% |
| Participation rate | 50.0% | 75.9%-25.9pp | 68.2%-18.2pp | 83.2%-33.2pp |
| Annual return | -1.60% | 1489.72%-1491.3pp | 791.24%-792.8pp | 282.22%-283.8pp |
| Employer contribution / active EE | $1,926 | $2,671-27.9% | $1,820+5.8% | $4,866-60.4% |
| Participant deferral / active EE | $2,008 | $3,608-44.4% | $2,822-28.9% | $5,352-62.5% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,540-100.0% |