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 3-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 | $4,314 | $57,281-92.5% | $86,612-95.0% | $75,163-94.3% |
| Participation rate | 53.8% | 63.2%-9.4pp | 71.7%-17.9pp | 67.2%-13.3pp |
| Annual return | 45.16% | 2670.75%-2625.6pp | 591.07%-545.9pp | 160.62%-115.5pp |
| Employer contribution / active EE | $379 | $2,314-83.6% | $3,022-87.5% | $2,670-85.8% |
| Participant deferral / active EE | $1,714 | $3,318-48.3% | $4,438-61.4% | $4,125-58.4% |
| Admin fee / account holder | $10 | $4,112-99.8% | $5,614-99.8% | $5,651-99.8% |