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 | $12,188 | $150,440-91.9% | $136,294-91.1% | $147,584-91.7% |
| Participation rate | 65.0% | 84.4%-19.4pp | 81.9%-16.9pp | 82.8%-17.8pp |
| Annual return | 14.42% | 1049.08%-1034.7pp | 5155.94%-5141.5pp | 578.55%-564.1pp |
| Employer contribution / active EE | $1,159 | $5,256-77.9% | $4,695-75.3% | $4,876-76.2% |
| Participant deferral / active EE | $2,658 | $6,630-59.9% | $6,247-57.5% | $5,439-51.1% |
| Admin fee / account holder | $133 | $10,905-98.8% | $9,243-98.6% | $10,885-98.8% |