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 | $13,707 | $150,440-90.9% | $136,294-89.9% | $147,584-90.7% |
| Participation rate | 45.8% | 84.4%-38.6pp | 81.9%-36.1pp | 82.8%-37.0pp |
| Annual return | 40.67% | 1049.08%-1008.4pp | 5155.94%-5115.3pp | 578.55%-537.9pp |
| Employer contribution / active EE | $1,039 | $5,256-80.2% | $4,695-77.9% | $4,876-78.7% |
| Participant deferral / active EE | $2,596 | $6,630-60.9% | $6,247-58.5% | $5,439-52.3% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |