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 5-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 | $4,481 | $48,277-90.7% | $67,511-93.4% | $80,874-94.5% |
| Participation rate | 20.7% | 66.4%-45.7pp | 72.9%-52.2pp | 67.6%-47.0pp |
| Annual return | 12.94% | 18.27%-5.3pp | 3517.41%-3504.5pp | 35.62%-22.7pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,733-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $2,926-100.0% | $4,000-100.0% | $4,297-100.0% |
| Admin fee / account holder | $43 | $3,687-98.8% | $3,999-98.9% | $6,935-99.4% |