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 | $4,615 | $108,172-95.7% | $77,482-94.0% | $158,922-97.1% |
| Participation rate | 11.1% | 64.4%-53.3pp | 54.2%-43.1pp | 82.0%-70.8pp |
| Annual return | 8.79% | 31.67%-22.9pp | 54.79%-46.0pp | 302.83%-294.0pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $986-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $2,456-100.0% | $1,861-100.0% | $5,982-100.0% |
| Admin fee / account holder | $78 | $3,708-97.9% | $2,858-97.3% | $11,246-99.3% |