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 10-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 | $5,023 | $35,183-85.7% | $73,545-93.2% | $70,131-92.8% |
| Participation rate | 24.5% | 42.9%-18.4pp | 54.9%-30.4pp | 69.5%-45.1pp |
| Annual return | 73.85% | 26.90%+46.9pp | -15.16%+89.0pp | 73.14%+0.7pp |
| Employer contribution / active EE | $338 | $709-52.3% | $1,219-72.3% | $2,342-85.6% |
| Participant deferral / active EE | $909 | $1,220-25.5% | $1,806-49.7% | $3,332-72.7% |
| Admin fee / account holder | $8 | $2,302-99.7% | $2,320-99.7% | $4,645-99.8% |