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 8-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 | $3,135 | $104,907-97.0% | $84,611-96.3% | $152,861-97.9% |
| Participation rate | 68.8% | 74.8%-6.1pp | 68.2%+0.5pp | 82.4%-13.7pp |
| Annual return | 41.67% | 373.79%-332.1pp | 258.74%-217.1pp | 345.32%-303.6pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,520 | $4,688-67.6% | $3,899-61.0% | $5,850-74.0% |
| Admin fee / account holder | $7 | $6,241-99.9% | $4,912-99.9% | $11,596-99.9% |