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 | $333 | $70,669-99.5% | $169,368-99.8% | $75,163-99.6% |
| Participation rate | 13.3% | 64.8%-51.5pp | 77.1%-63.8pp | 67.2%-53.9pp |
| Annual return | 18.90% | 36.36%-17.5pp | 405.60%-386.7pp | 160.62%-141.7pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $0 | $4,311-100.0% | $6,221-100.0% | $4,125-100.0% |
| Admin fee / account holder | $3 | $5,402-100.0% | $9,003-100.0% | $5,651-100.0% |