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 | $5,220 | $96,635-94.6% | $86,612-94.0% | $139,434-96.3% |
| Participation rate | 57.1% | 74.4%-17.3pp | 71.7%-14.6pp | 80.3%-23.2pp |
| Annual return | 31.15% | 106.41%-75.3pp | 591.07%-559.9pp | 372.94%-341.8pp |
| Employer contribution / active EE | $384 | $3,263-88.2% | $3,022-87.3% | $4,751-91.9% |
| Participant deferral / active EE | $1,074 | $4,836-77.8% | $4,438-75.8% | $6,710-84.0% |
| Admin fee / account holder | $18 | $6,408-99.7% | $5,614-99.7% | $11,403-99.8% |