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 | $16,709 | $150,440-88.9% | $136,294-87.7% | $147,584-88.7% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 26.51% | 1049.08%-1022.6pp | 5155.94%-5129.4pp | 578.55%-552.0pp |
| Employer contribution / active EE | $1,138 | $5,256-78.3% | $4,695-75.8% | $4,876-76.7% |
| Participant deferral / active EE | $4,948 | $6,630-25.4% | $6,247-20.8% | $5,439-9.0% |
| Admin fee / account holder | $43 | $10,905-99.6% | $9,243-99.5% | $10,885-99.6% |