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 | $625 | $29,319-97.9% | $52,425-98.8% | $82,448-99.2% |
| Participation rate | 3.0% | 46.9%-43.8pp | 55.6%-52.6pp | 68.1%-65.0pp |
| Annual return | 19.50% | 535.20%-515.7pp | 302.12%-282.6pp | 41.64%-22.1pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $1,171-100.0% | $1,790-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3 | $1,962-99.8% | $2,495-99.9% | $7,234-100.0% |