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 | $19,521 | $150,440-87.0% | $136,294-85.7% | $147,584-86.8% |
| Participation rate | 54.5% | 84.4%-29.9pp | 81.9%-27.4pp | 82.8%-28.3pp |
| Annual return | 20.13% | 1049.08%-1029.0pp | 5155.94%-5135.8pp | 578.55%-558.4pp |
| Employer contribution / active EE | $3,868 | $5,256-26.4% | $4,695-17.6% | $4,876-20.7% |
| Participant deferral / active EE | $3,080 | $6,630-53.5% | $6,247-50.7% | $5,439-43.4% |
| Admin fee / account holder | $244 | $10,905-97.8% | $9,243-97.4% | $10,885-97.8% |