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 | $12,861 | $150,440-91.5% | $136,294-90.6% | $147,584-91.3% |
| Participation rate | 47.1% | 84.4%-37.4pp | 81.9%-34.9pp | 82.8%-35.8pp |
| Annual return | 24.55% | 1049.08%-1024.5pp | 5155.94%-5131.4pp | 578.55%-554.0pp |
| Employer contribution / active EE | $1,435 | $5,256-72.7% | $4,695-69.4% | $4,876-70.6% |
| Participant deferral / active EE | $2,878 | $6,630-56.6% | $6,247-53.9% | $5,439-47.1% |
| Admin fee / account holder | $89 | $10,905-99.2% | $9,243-99.0% | $10,885-99.2% |