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 | $13,773 | $121,625-88.7% | $104,607-86.8% | $158,922-91.3% |
| Participation rate | 66.7% | 77.5%-10.9pp | 74.1%-7.4pp | 82.0%-15.3pp |
| Annual return | 33.25% | 465.26%-432.0pp | 340.46%-307.2pp | 302.83%-269.6pp |
| Employer contribution / active EE | $1,073 | $3,163-66.1% | $2,681-60.0% | $4,761-77.5% |
| Participant deferral / active EE | $3,342 | $4,177-20.0% | $3,740-10.6% | $5,982-44.1% |
| Admin fee / account holder | $20 | $7,787-99.7% | $6,473-99.7% | $11,246-99.8% |