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 | $16,035 | $150,440-89.3% | $136,294-88.2% | $147,584-89.1% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 20.23% | 1049.08%-1028.8pp | 5155.94%-5135.7pp | 578.55%-558.3pp |
| Employer contribution / active EE | $1,282 | $5,256-75.6% | $4,695-72.7% | $4,876-73.7% |
| Participant deferral / active EE | $2,175 | $6,630-67.2% | $6,247-65.2% | $5,439-60.0% |
| Admin fee / account holder | $92 | $10,905-99.2% | $9,243-99.0% | $10,885-99.2% |