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 | $10,492 | $82,630-87.3% | $64,105-83.6% | $125,391-91.6% |
| Participation rate | 68.4% | 75.9%-7.4pp | 68.2%+0.3pp | 83.2%-14.8pp |
| Annual return | 71.06% | 1489.72%-1418.7pp | 791.24%-720.2pp | 282.22%-211.2pp |
| Employer contribution / active EE | $1,005 | $2,671-62.4% | $1,820-44.8% | $4,866-79.3% |
| Participant deferral / active EE | $1,185 | $3,608-67.2% | $2,822-58.0% | $5,352-77.9% |
| Admin fee / account holder | $15 | $6,382-99.8% | $4,499-99.7% | $9,540-99.8% |