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 | $17,186 | $150,440-88.6% | $136,294-87.4% | $147,584-88.4% |
| Participation rate | 68.4% | 84.4%-16.0pp | 81.9%-13.5pp | 82.8%-14.4pp |
| Annual return | 28.59% | 1049.08%-1020.5pp | 5155.94%-5127.3pp | 578.55%-550.0pp |
| Employer contribution / active EE | $2,373 | $5,256-54.9% | $4,695-49.5% | $4,876-51.3% |
| Participant deferral / active EE | $4,983 | $6,630-24.8% | $6,247-20.2% | $5,439-8.4% |
| Admin fee / account holder | $230 | $10,905-97.9% | $9,243-97.5% | $10,885-97.9% |