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 | $3,143 | $101,069-96.9% | $81,478-96.1% | $147,584-97.9% |
| Participation rate | 16.7% | 74.5%-57.8pp | 68.0%-51.3pp | 82.8%-66.2pp |
| Annual return | 20.70% | 32.40%-11.7pp | 38.78%-18.1pp | 578.55%-557.9pp |
| Employer contribution / active EE | $0 | $3,205-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $896 | $4,242-78.9% | $3,537-74.7% | $5,439-83.5% |
| Admin fee / account holder | $159 | $5,812-97.3% | $4,561-96.5% | $10,885-98.5% |