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 | $21,694 | $160,055-86.4% | $140,016-84.5% | $135,375-84.0% |
| Participation rate | 7.7% | 88.5%-80.8pp | 87.5%-79.8pp | 82.6%-74.9pp |
| Annual return | 156.33% | 911.38%-755.0pp | 651.12%-494.8pp | 519.73%-363.4pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,606-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,802 | $7,642-63.3% | $6,927-59.5% | $5,609-50.0% |
| Admin fee / account holder | $57 | $13,328-99.6% | $10,705-99.5% | $10,827-99.5% |