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 | $7,994 | $158,817-95.0% | $121,196-93.4% | $135,375-94.1% |
| Participation rate | 42.9% | 79.3%-36.4pp | 71.7%-28.9pp | 82.6%-39.8pp |
| Annual return | -8.46% | -0.64%-7.8pp | 16.93%-25.4pp | 519.73%-528.2pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $257 | $4,005-93.6% | $3,344-92.3% | $5,609-95.4% |
| Admin fee / account holder | $16 | $6,512-99.8% | $5,019-99.7% | $10,827-99.9% |