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 | $28,602 | $171,865-83.4% | $149,718-80.9% | $147,584-80.6% |
| Participation rate | 60.9% | 88.2%-27.3pp | 87.1%-26.2pp | 82.8%-22.0pp |
| Annual return | 103.08% | 2113.22%-2010.1pp | 1501.63%-1398.6pp | 578.55%-475.5pp |
| Employer contribution / active EE | $2,232 | $6,275-64.4% | $5,445-59.0% | $4,876-54.2% |
| Participant deferral / active EE | $4,315 | $7,271-40.7% | $6,569-34.3% | $5,439-20.7% |
| Admin fee / account holder | $25 | $13,799-99.8% | $11,283-99.8% | $10,885-99.8% |