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 | $16,427 | $150,440-89.1% | $136,294-87.9% | $147,584-88.9% |
| Participation rate | 42.9% | 84.4%-41.6pp | 81.9%-39.1pp | 82.8%-40.0pp |
| Annual return | 27.51% | 1049.08%-1021.6pp | 5155.94%-5128.4pp | 578.55%-551.0pp |
| Employer contribution / active EE | $1,593 | $5,256-69.7% | $4,695-66.1% | $4,876-67.3% |
| Participant deferral / active EE | $3,502 | $6,630-47.2% | $6,247-43.9% | $5,439-35.6% |
| Admin fee / account holder | $103 | $10,905-99.1% | $9,243-98.9% | $10,885-99.1% |