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 | $6,194 | $85,202-92.7% | $172,739-96.4% | $72,985-91.5% |
| Participation rate | 24.2% | 70.1%-45.8pp | 82.6%-58.4pp | 69.5%-45.2pp |
| Annual return | 115.12% | 27.32%+87.8pp | 802.84%-687.7pp | 81.00%+34.1pp |
| Employer contribution / active EE | $398 | $3,324-88.0% | $5,143-92.3% | $2,440-83.7% |
| Participant deferral / active EE | $929 | $3,260-71.5% | $5,198-82.1% | $3,607-74.3% |
| Admin fee / account holder | $31 | $5,884-99.5% | $13,954-99.8% | $5,124-99.4% |