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 | $9,605 | $104,486-90.8% | $76,817-87.5% | $152,861-93.7% |
| Participation rate | 13.0% | 76.6%-63.5pp | 72.1%-59.0pp | 82.4%-69.4pp |
| Annual return | 19.33% | 1013.37%-994.0pp | 1166.11%-1146.8pp | 345.32%-326.0pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,302-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $985 | $4,236-76.7% | $3,336-70.5% | $5,850-83.2% |
| Admin fee / account holder | $66 | $12,275-99.5% | $6,420-99.0% | $11,596-99.4% |