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 6-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 | $136 | $54,350-99.8% | $82,719-99.8% | $68,494-99.8% |
| Participation rate | 41.9% | 63.9%-22.0pp | 72.6%-30.6pp | 67.9%-26.0pp |
| Annual return | -18.12% | -13.67%-4.5pp | 701.18%-719.3pp | -7.84%-10.3pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1 | $4,395-100.0% | $5,329-100.0% | $5,403-100.0% |