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 9-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 | $22,130 | $171,865-87.1% | $149,718-85.2% | $147,584-85.0% |
| Participation rate | 28.6% | 88.2%-59.6pp | 87.1%-58.5pp | 82.8%-54.3pp |
| Annual return | 30.92% | 2113.22%-2082.3pp | 1501.63%-1470.7pp | 578.55%-547.6pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,355 | $7,271-53.9% | $6,569-48.9% | $5,439-38.3% |
| Admin fee / account holder | $71 | $13,799-99.5% | $11,283-99.4% | $10,885-99.4% |