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 | $14,850 | $78,694-81.1% | $67,652-78.0% | $125,391-88.2% |
| Participation rate | 62.5% | 78.8%-16.3pp | 75.7%-13.2pp | 83.2%-20.7pp |
| Annual return | 60.67% | 9.46%+51.2pp | 6625.04%-6564.4pp | 282.22%-221.6pp |
| Employer contribution / active EE | $713 | $3,044-76.6% | $2,266-68.5% | $4,866-85.4% |
| Participant deferral / active EE | $1,315 | $4,292-69.4% | $3,560-63.1% | $5,352-75.4% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |