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 | $4,147 | $96,305-95.7% | $80,569-94.9% | $139,434-97.0% |
| Participation rate | 33.3% | 73.6%-40.3pp | 67.0%-33.7pp | 80.3%-47.0pp |
| Annual return | 36.18% | 1350.08%-1313.9pp | 935.43%-899.2pp | 372.94%-336.8pp |
| Employer contribution / active EE | $877 | $3,262-73.1% | $2,723-67.8% | $4,751-81.5% |
| Participant deferral / active EE | $877 | $5,232-83.2% | $4,447-80.3% | $6,710-86.9% |
| Admin fee / account holder | $6 | $6,599-99.9% | $5,377-99.9% | $11,403-99.9% |