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 | $23,919 | $171,865-86.1% | $149,718-84.0% | $147,584-83.8% |
| Participation rate | 33.3% | 88.2%-54.9pp | 87.1%-53.7pp | 82.8%-49.5pp |
| Annual return | 35.08% | 2113.22%-2078.1pp | 1501.63%-1466.6pp | 578.55%-543.5pp |
| Employer contribution / active EE | $1,513 | $6,275-75.9% | $5,445-72.2% | $4,876-69.0% |
| Participant deferral / active EE | $9,758 | $7,271+34.2% | $6,569+48.5% | $5,439+79.4% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |