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 | $12,724 | $209,411-93.9% | $178,490-92.9% | $158,922-92.0% |
| Participation rate | 61.1% | 86.3%-25.2pp | 81.9%-20.8pp | 82.0%-20.8pp |
| Annual return | 338.53% | 188.75%+149.8pp | 151.07%+187.5pp | 302.83%+35.7pp |
| Employer contribution / active EE | $7,292 | $5,706+27.8% | $5,011+45.5% | $4,761+53.2% |
| Participant deferral / active EE | $3,303 | $5,954-44.5% | $5,202-36.5% | $5,982-44.8% |
| Admin fee / account holder | $123 | $17,074-99.3% | $13,984-99.1% | $11,246-98.9% |