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 | $30,670 | $202,318-84.8% | $172,739-82.2% | $152,861-79.9% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.4%-49.1pp |
| Annual return | 21.60% | 1029.65%-1008.1pp | 802.84%-781.2pp | 345.32%-323.7pp |
| Employer contribution / active EE | $1,576 | $5,856-73.1% | $5,143-69.4% | $4,762-66.9% |
| Participant deferral / active EE | $3,427 | $5,948-42.4% | $5,198-34.1% | $5,850-41.4% |
| Admin fee / account holder | $249 | $17,109-98.5% | $13,954-98.2% | $11,596-97.9% |