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 7-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 | $19,895 | $165,335-88.0% | $149,696-86.7% | $158,922-87.5% |
| Participation rate | 68.2% | 84.6%-16.4pp | 82.5%-14.3pp | 82.0%-13.8pp |
| Annual return | 53.81% | 348.15%-294.3pp | 276.60%-222.8pp | 302.83%-249.0pp |
| Employer contribution / active EE | $7,126 | $5,103+39.6% | $4,644+53.4% | $4,761+49.7% |
| Participant deferral / active EE | $4,865 | $7,181-32.3% | $6,842-28.9% | $5,982-18.7% |
| Admin fee / account holder | $104 | $10,807-99.0% | $9,309-98.9% | $11,246-99.1% |