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 9-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 | $18,315 | $171,865-89.3% | $149,718-87.8% | $147,584-87.6% |
| Participation rate | 60.0% | 88.2%-28.2pp | 87.1%-27.1pp | 82.8%-22.8pp |
| Annual return | 32.11% | 2113.22%-2081.1pp | 1501.63%-1469.5pp | 578.55%-546.4pp |
| Employer contribution / active EE | $1,652 | $6,275-73.7% | $5,445-69.7% | $4,876-66.1% |
| Participant deferral / active EE | $4,987 | $7,271-31.4% | $6,569-24.1% | $5,439-8.3% |
| Admin fee / account holder | $36 | $13,799-99.7% | $11,283-99.7% | $10,885-99.7% |