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 | $25,377 | $202,318-87.5% | $172,739-85.3% | $152,861-83.4% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 74.22% | 1029.65%-955.4pp | 802.84%-728.6pp | 345.32%-271.1pp |
| Employer contribution / active EE | $2,224 | $5,856-62.0% | $5,143-56.8% | $4,762-53.3% |
| Participant deferral / active EE | $7,074 | $5,948+18.9% | $5,198+36.1% | $5,850+20.9% |
| Admin fee / account holder | $15 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |