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 5-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 | $1,618 | $108,172-98.5% | $77,482-97.9% | $158,922-99.0% |
| Participation rate | 33.3% | 64.4%-31.1pp | 54.2%-20.9pp | 82.0%-48.6pp |
| Annual return | 41.58% | 31.67%+9.9pp | 54.79%-13.2pp | 302.83%-261.2pp |
| Employer contribution / active EE | $65 | $1,325-95.1% | $986-93.5% | $4,761-98.6% |
| Participant deferral / active EE | $216 | $2,456-91.2% | $1,861-88.4% | $5,982-96.4% |
| Admin fee / account holder | $54 | $3,708-98.5% | $2,858-98.1% | $11,246-99.5% |