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 3-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 | $15,739 | $159,934-90.2% | $147,005-89.3% | $145,959-89.2% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.6pp |
| Annual return | 16.88% | 98.24%-81.4pp | 418.76%-401.9pp | 561.95%-545.1pp |
| Employer contribution / active EE | $1,114 | $5,287-78.9% | $4,934-77.4% | $4,661-76.1% |
| Participant deferral / active EE | $2,999 | $8,427-64.4% | $8,070-62.8% | $6,689-55.2% |
| Admin fee / account holder | $73 | $15,053-99.5% | $13,006-99.4% | $13,398-99.5% |