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 | $20,118 | $150,440-86.6% | $136,294-85.2% | $147,584-86.4% |
| Participation rate | 36.8% | 84.4%-47.6pp | 81.9%-45.1pp | 82.8%-46.0pp |
| Annual return | 43.05% | 1049.08%-1006.0pp | 5155.94%-5112.9pp | 578.55%-535.5pp |
| Employer contribution / active EE | $1,626 | $5,256-69.1% | $4,695-65.4% | $4,876-66.7% |
| Participant deferral / active EE | $2,693 | $6,630-59.4% | $6,247-56.9% | $5,439-50.5% |
| Admin fee / account holder | $168 | $10,905-98.5% | $9,243-98.2% | $10,885-98.5% |