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 | $4,244 | $48,046-91.2% | $84,611-95.0% | $72,985-94.2% |
| Participation rate | 0.0% | 57.6%-57.6pp | 68.2%-68.2pp | 69.5%-69.5pp |
| Annual return | 24.68% | 37.38%-12.7pp | 258.74%-234.1pp | 81.00%-56.3pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,680-100.0% | $3,899-100.0% | $3,607-100.0% |
| Admin fee / account holder | $40 | $3,395-98.8% | $4,912-99.2% | $5,124-99.2% |