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 | $14,317 | $171,865-91.7% | $149,718-90.4% | $147,584-90.3% |
| Participation rate | 68.8% | 88.2%-19.4pp | 87.1%-18.3pp | 82.8%-14.1pp |
| Annual return | 26.82% | 2113.22%-2086.4pp | 1501.63%-1474.8pp | 578.55%-551.7pp |
| Employer contribution / active EE | $2,054 | $6,275-67.3% | $5,445-62.3% | $4,876-57.9% |
| Participant deferral / active EE | $3,768 | $7,271-48.2% | $6,569-42.6% | $5,439-30.7% |
| Admin fee / account holder | $68 | $13,799-99.5% | $11,283-99.4% | $10,885-99.4% |