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 3-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 | $4,356 | $96,635-95.5% | $86,612-95.0% | $139,434-96.9% |
| Participation rate | 36.4% | 74.4%-38.0pp | 71.7%-35.3pp | 80.3%-44.0pp |
| Annual return | 162.46% | 106.41%+56.1pp | 591.07%-428.6pp | 372.94%-210.5pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,022 | $4,836-78.9% | $4,438-77.0% | $6,710-84.8% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |