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 | $16,728 | $144,119-88.4% | $117,854-85.8% | $147,584-88.7% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 75.84% | 531.15%-455.3pp | 335.08%-259.2pp | 578.55%-502.7pp |
| Employer contribution / active EE | $1,577 | $4,896-67.8% | $3,786-58.3% | $4,876-67.7% |
| Participant deferral / active EE | $4,789 | $5,316-9.9% | $4,482+6.9% | $5,439-11.9% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |