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 5-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 | $8,982 | $175,202-94.9% | $149,673-94.0% | $139,434-93.6% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 29.59% | 166.71%-137.1pp | 134.42%-104.8pp | 372.94%-343.4pp |
| Employer contribution / active EE | $1,142 | $5,474-79.1% | $4,818-76.3% | $4,751-76.0% |
| Participant deferral / active EE | $2,019 | $6,519-69.0% | $5,680-64.5% | $6,710-69.9% |
| Admin fee / account holder | $95 | $16,150-99.4% | $13,210-99.3% | $11,403-99.2% |