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 | $8,302 | $99,020-91.6% | $86,590-90.4% | $147,584-94.4% |
| Participation rate | 54.5% | 76.3%-21.8pp | 73.5%-19.0pp | 82.8%-28.3pp |
| Annual return | 55.19% | 1312.34%-1257.1pp | 964.84%-909.7pp | 578.55%-523.4pp |
| Employer contribution / active EE | $585 | $3,132-81.3% | $2,839-79.4% | $4,876-88.0% |
| Participant deferral / active EE | $2,746 | $3,972-30.9% | $3,609-23.9% | $5,439-49.5% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |