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 7-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 | $1,304 | $27,839-95.3% | $58,482-97.8% | $71,457-98.2% |
| Participation rate | 45.5% | 34.5%+10.9pp | 50.9%-5.4pp | 67.9%-22.5pp |
| Annual return | 68.73% | 26.81%+41.9pp | 4239.32%-4170.6pp | 28.85%+39.9pp |
| Employer contribution / active EE | $176 | $631-72.1% | $1,053-83.3% | $2,588-93.2% |
| Participant deferral / active EE | $319 | $1,206-73.6% | $1,924-83.4% | $4,289-92.6% |
| Admin fee / account holder | $45 | $1,641-97.2% | $2,516-98.2% | $1,587-97.1% |