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 6-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 | $22,925 | $209,411-89.1% | $178,490-87.2% | $158,922-85.6% |
| Participation rate | 58.3% | 86.3%-28.0pp | 81.9%-23.6pp | 82.0%-23.6pp |
| Annual return | 23.95% | 188.75%-164.8pp | 151.07%-127.1pp | 302.83%-278.9pp |
| Employer contribution / active EE | $1,374 | $5,706-75.9% | $5,011-72.6% | $4,761-71.1% |
| Participant deferral / active EE | $5,838 | $5,954-2.0% | $5,202+12.2% | $5,982-2.4% |
| Admin fee / account holder | $103 | $17,074-99.4% | $13,984-99.3% | $11,246-99.1% |