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 | $161 | $57,281-99.7% | $86,612-99.8% | $75,163-99.8% |
| Participation rate | 40.6% | 63.2%-22.6pp | 71.7%-31.1pp | 67.2%-26.6pp |
| Annual return | 18.53% | 2670.75%-2652.2pp | 591.07%-572.5pp | 160.62%-142.1pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $0 | $3,318-100.0% | $4,438-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1 | $4,112-100.0% | $5,614-100.0% | $5,651-100.0% |