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 | $23,193 | $150,440-84.6% | $136,294-83.0% | $147,584-84.3% |
| Participation rate | 63.6% | 84.4%-20.8pp | 81.9%-18.3pp | 82.8%-19.2pp |
| Annual return | 21.60% | 1049.08%-1027.5pp | 5155.94%-5134.3pp | 578.55%-557.0pp |
| Employer contribution / active EE | $1,950 | $5,256-62.9% | $4,695-58.5% | $4,876-60.0% |
| Participant deferral / active EE | $3,797 | $6,630-42.7% | $6,247-39.2% | $5,439-30.2% |
| Admin fee / account holder | $7 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |