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 8-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 | $11,543 | $107,334-89.2% | $92,893-87.6% | $152,861-92.4% |
| Participation rate | 69.2% | 79.8%-10.6pp | 76.0%-6.8pp | 82.4%-13.2pp |
| Annual return | 34.76% | 145.58%-110.8pp | 109.41%-74.6pp | 345.32%-310.6pp |
| Employer contribution / active EE | $1,402 | $4,221-66.8% | $3,653-61.6% | $4,762-70.6% |
| Participant deferral / active EE | $1,462 | $4,845-69.8% | $4,236-65.5% | $5,850-75.0% |
| Admin fee / account holder | $93 | $7,079-98.7% | $5,794-98.4% | $11,596-99.2% |