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 | $17,835 | $56,199-68.3% | $67,652-73.6% | $59,632-70.1% |
| Participation rate | 53.1% | 71.5%-18.3pp | 75.7%-22.5pp | 68.7%-15.5pp |
| Annual return | 744.75% | 18505.31%-17760.6pp | 6625.04%-5880.3pp | 2041.28%-1296.5pp |
| Employer contribution / active EE | $1,052 | $1,614-34.9% | $2,266-53.6% | $2,203-52.3% |
| Participant deferral / active EE | $2,018 | $2,844-29.0% | $3,560-43.3% | $3,192-36.8% |
| Admin fee / account holder | $263 | $3,958-93.4% | $4,821-94.6% | $4,297-93.9% |