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 | $11,862 | $150,440-92.1% | $136,294-91.3% | $147,584-92.0% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 30.02% | 1049.08%-1019.1pp | 5155.94%-5125.9pp | 578.55%-548.5pp |
| Employer contribution / active EE | $2,139 | $5,256-59.3% | $4,695-54.5% | $4,876-56.1% |
| Participant deferral / active EE | $5,145 | $6,630-22.4% | $6,247-17.6% | $5,439-5.4% |
| Admin fee / account holder | $20 | $10,905-99.8% | $9,243-99.8% | $10,885-99.8% |