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 9-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 | $18,137 | $150,440-87.9% | $136,294-86.7% | $147,584-87.7% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 20.77% | 1049.08%-1028.3pp | 5155.94%-5135.2pp | 578.55%-557.8pp |
| Employer contribution / active EE | $2,093 | $5,256-60.2% | $4,695-55.4% | $4,876-57.1% |
| Participant deferral / active EE | $12,041 | $6,630+81.6% | $6,247+92.7% | $5,439+121.4% |
| Admin fee / account holder | $137 | $10,905-98.7% | $9,243-98.5% | $10,885-98.7% |