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 | $23,059 | $150,440-84.7% | $136,294-83.1% | $147,584-84.4% |
| Participation rate | 42.9% | 84.4%-41.6pp | 81.9%-39.1pp | 82.8%-40.0pp |
| Annual return | 35.23% | 1049.08%-1013.9pp | 5155.94%-5120.7pp | 578.55%-543.3pp |
| Employer contribution / active EE | $1,193 | $5,256-77.3% | $4,695-74.6% | $4,876-75.5% |
| Participant deferral / active EE | $4,474 | $6,630-32.5% | $6,247-28.4% | $5,439-17.7% |
| Admin fee / account holder | $60 | $10,905-99.5% | $9,243-99.4% | $10,885-99.5% |