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 9-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 | $15,171 | $226,064-93.3% | $182,532-91.7% | $152,861-90.1% |
| Participation rate | 64.3% | 82.5%-18.2pp | 78.0%-13.7pp | 82.4%-18.2pp |
| Annual return | 40.99% | 192.51%-151.5pp | 148.54%-107.5pp | 345.32%-304.3pp |
| Employer contribution / active EE | $1,293 | $4,978-74.0% | $4,076-68.3% | $4,762-72.9% |
| Participant deferral / active EE | $1,999 | $6,368-68.6% | $5,524-63.8% | $5,850-65.8% |
| Admin fee / account holder | $166 | $10,703-98.4% | $8,592-98.1% | $11,596-98.6% |