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 | $12,967 | $150,440-91.4% | $136,294-90.5% | $147,584-91.2% |
| Participation rate | 63.6% | 84.4%-20.8pp | 81.9%-18.3pp | 82.8%-19.2pp |
| Annual return | 24.99% | 1049.08%-1024.1pp | 5155.94%-5130.9pp | 578.55%-553.6pp |
| Employer contribution / active EE | $1,086 | $5,256-79.3% | $4,695-76.9% | $4,876-77.7% |
| Participant deferral / active EE | $2,761 | $6,630-58.4% | $6,247-55.8% | $5,439-49.2% |
| Admin fee / account holder | $144 | $10,905-98.7% | $9,243-98.4% | $10,885-98.7% |