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 | $20,974 | $202,318-89.6% | $172,739-87.9% | $152,861-86.3% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 89.88% | 1029.65%-939.8pp | 802.84%-713.0pp | 345.32%-255.4pp |
| Employer contribution / active EE | $1,571 | $5,856-73.2% | $5,143-69.5% | $4,762-67.0% |
| Participant deferral / active EE | $4,640 | $5,948-22.0% | $5,198-10.7% | $5,850-20.7% |
| Admin fee / account holder | $85 | $17,109-99.5% | $13,954-99.4% | $11,596-99.3% |