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 | $22,591 | $150,440-85.0% | $136,294-83.4% | $147,584-84.7% |
| Participation rate | 42.1% | 84.4%-42.3pp | 81.9%-39.8pp | 82.8%-40.7pp |
| Annual return | 18.46% | 1049.08%-1030.6pp | 5155.94%-5137.5pp | 578.55%-560.1pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,370 | $6,630-49.2% | $6,247-46.0% | $5,439-38.0% |
| Admin fee / account holder | $224 | $10,905-97.9% | $9,243-97.6% | $10,885-97.9% |