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 | $532 | $27,915-98.1% | $58,482-99.1% | $75,163-99.3% |
| Participation rate | 26.9% | 38.8%-11.9pp | 50.9%-23.9pp | 67.2%-40.3pp |
| Annual return | 86.97% | 44.20%+42.8pp | 4239.32%-4152.4pp | 160.62%-73.7pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $209 | $1,201-82.6% | $1,924-89.1% | $4,125-94.9% |
| Admin fee / account holder | $177 | $1,726-89.7% | $2,516-93.0% | $5,651-96.9% |