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 10-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 | $9,512 | $63,346-85.0% | $92,233-89.7% | $70,131-86.4% |
| Participation rate | 40.3% | 68.7%-28.4pp | 76.5%-36.2pp | 69.5%-29.3pp |
| Annual return | 45.14% | 530.12%-485.0pp | 176.28%-131.1pp | 73.14%-28.0pp |
| Employer contribution / active EE | $1,041 | $2,471-57.9% | $3,679-71.7% | $2,342-55.6% |
| Participant deferral / active EE | $1,713 | $2,854-40.0% | $3,897-56.0% | $3,332-48.6% |
| Admin fee / account holder | $36 | $3,840-99.1% | $5,194-99.3% | $4,645-99.2% |