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 4-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 | $6,487 | $102,604-93.7% | $86,188-92.5% | $139,434-95.3% |
| Participation rate | 18.8% | 74.5%-55.7pp | 69.0%-50.2pp | 80.3%-61.6pp |
| Annual return | 231.09% | 1922.51%-1691.4pp | 1168.45%-937.4pp | 372.94%-141.8pp |
| Employer contribution / active EE | $1,075 | $3,032-64.6% | $2,380-54.9% | $4,751-77.4% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $3,985-100.0% | $6,710-100.0% |
| Admin fee / account holder | $28 | $8,657-99.7% | $6,852-99.6% | $11,403-99.8% |