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 | $1,065 | $104,106-99.0% | $71,086-98.5% | $135,375-99.2% |
| Participation rate | 40.0% | 65.7%-25.7pp | 54.7%-14.7pp | 82.6%-42.6pp |
| Annual return | -3.06% | 1256.30%-1259.4pp | 650.59%-653.6pp | 519.73%-522.8pp |
| Employer contribution / active EE | $47 | $1,485-96.9% | $1,088-95.7% | $4,779-99.0% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $1,874-100.0% | $5,609-100.0% |
| Admin fee / account holder | $9 | $4,142-99.8% | $3,082-99.7% | $10,827-99.9% |