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 | $5,089 | $101,069-95.0% | $81,478-93.8% | $147,584-96.6% |
| Participation rate | 47.1% | 74.5%-27.4pp | 68.0%-20.9pp | 82.8%-35.8pp |
| Annual return | 17.12% | 32.40%-15.3pp | 38.78%-21.7pp | 578.55%-561.4pp |
| Employer contribution / active EE | $0 | $3,205-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $703 | $4,242-83.4% | $3,537-80.1% | $5,439-87.1% |
| Admin fee / account holder | $162 | $5,812-97.2% | $4,561-96.5% | $10,885-98.5% |