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 | $7,401 | $108,172-93.2% | $77,482-90.4% | $158,922-95.3% |
| Participation rate | 4.8% | 64.4%-59.7pp | 54.2%-49.4pp | 82.0%-77.2pp |
| Annual return | 41.99% | 31.67%+10.3pp | 54.79%-12.8pp | 302.83%-260.8pp |
| Employer contribution / active EE | $67 | $1,325-94.9% | $986-93.2% | $4,761-98.6% |
| Participant deferral / active EE | $169 | $2,456-93.1% | $1,861-90.9% | $5,982-97.2% |
| Admin fee / account holder | $16 | $3,708-99.6% | $2,858-99.4% | $11,246-99.9% |