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 | $12,572 | $115,770-89.1% | $101,248-87.6% | $158,922-92.1% |
| Participation rate | 53.8% | 79.4%-25.5pp | 75.8%-22.0pp | 82.0%-28.1pp |
| Annual return | 73.04% | 56.14%+16.9pp | 46.47%+26.6pp | 302.83%-229.8pp |
| Employer contribution / active EE | $2,161 | $4,175-48.2% | $3,660-40.9% | $4,761-54.6% |
| Participant deferral / active EE | $2,745 | $4,957-44.6% | $4,370-37.2% | $5,982-54.1% |
| Admin fee / account holder | $60 | $7,245-99.2% | $5,945-99.0% | $11,246-99.5% |