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 | $18,191 | $150,440-87.9% | $136,294-86.7% | $147,584-87.7% |
| Participation rate | 33.3% | 84.4%-51.1pp | 81.9%-48.6pp | 82.8%-49.5pp |
| Annual return | 28.63% | 1049.08%-1020.4pp | 5155.94%-5127.3pp | 578.55%-549.9pp |
| Employer contribution / active EE | $2,015 | $5,256-61.7% | $4,695-57.1% | $4,876-58.7% |
| Participant deferral / active EE | $2,200 | $6,630-66.8% | $6,247-64.8% | $5,439-59.5% |
| Admin fee / account holder | $93 | $10,905-99.1% | $9,243-99.0% | $10,885-99.1% |