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 8-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 | $17,717 | $150,440-88.2% | $136,294-87.0% | $147,584-88.0% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 29.70% | 1049.08%-1019.4pp | 5155.94%-5126.2pp | 578.55%-548.8pp |
| Employer contribution / active EE | $1,720 | $5,256-67.3% | $4,695-63.4% | $4,876-64.7% |
| Participant deferral / active EE | $2,941 | $6,630-55.6% | $6,247-52.9% | $5,439-45.9% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |