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 | $645 | $81,625-99.2% | $58,482-98.9% | $139,434-99.5% |
| Participation rate | 38.5% | 61.3%-22.9pp | 50.9%-12.4pp | 80.3%-41.9pp |
| Annual return | 35.16% | 7404.20%-7369.0pp | 4239.32%-4204.2pp | 372.94%-337.8pp |
| Employer contribution / active EE | $119 | $1,398-91.5% | $1,053-88.7% | $4,751-97.5% |
| Participant deferral / active EE | $237 | $2,557-90.7% | $1,924-87.7% | $6,710-96.5% |
| Admin fee / account holder | $38 | $3,265-98.8% | $2,516-98.5% | $11,403-99.7% |