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 | $7,976 | $150,440-94.7% | $136,294-94.1% | $147,584-94.6% |
| Participation rate | 69.2% | 84.4%-15.2pp | 81.9%-12.7pp | 82.8%-13.6pp |
| Annual return | 48.65% | 1049.08%-1000.4pp | 5155.94%-5107.3pp | 578.55%-529.9pp |
| Employer contribution / active EE | $1,379 | $5,256-73.8% | $4,695-70.6% | $4,876-71.7% |
| Participant deferral / active EE | $2,527 | $6,630-61.9% | $6,247-59.6% | $5,439-53.5% |
| Admin fee / account holder | $23 | $10,905-99.8% | $9,243-99.8% | $10,885-99.8% |