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 4-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 | $6,443 | $49,173-86.9% | $121,098-94.7% | $75,163-91.4% |
| Participation rate | 26.2% | 55.4%-29.2pp | 69.5%-43.3pp | 67.2%-41.0pp |
| Annual return | 39.13% | 55.99%-16.9pp | 985.75%-946.6pp | 160.62%-121.5pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,049 | $2,628-60.1% | $4,080-74.3% | $4,125-74.6% |
| Admin fee / account holder | $37 | $3,942-99.1% | $5,644-99.3% | $5,651-99.3% |