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 | $13,128 | $105,998-87.6% | $92,233-85.8% | $147,584-91.1% |
| Participation rate | 58.8% | 80.4%-21.6pp | 76.5%-17.7pp | 82.8%-24.0pp |
| Annual return | 20.33% | 50.05%-29.7pp | 176.28%-156.0pp | 578.55%-558.2pp |
| Employer contribution / active EE | $1,072 | $4,333-75.3% | $3,679-70.9% | $4,876-78.0% |
| Participant deferral / active EE | $2,251 | $4,478-49.7% | $3,897-42.2% | $5,439-58.6% |
| Admin fee / account holder | $103 | $6,332-98.4% | $5,194-98.0% | $10,885-99.1% |