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 5-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 | $277 | $31,310-99.1% | $53,898-99.5% | $74,304-99.6% |
| Participation rate | 4.4% | 30.7%-26.2pp | 55.0%-50.5pp | 60.3%-55.9pp |
| Annual return | 17.74% | 23.16%-5.4pp | 528.60%-510.9pp | 29.43%-11.7pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $0 | $934-100.0% | $1,826-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $2,175-100.0% | $2,491-100.0% | $2,969-100.0% |