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 7-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 | $17,730 | $112,881-84.3% | $90,951-80.5% | $158,922-88.8% |
| Participation rate | 61.5% | 74.7%-13.2pp | 69.0%-7.5pp | 82.0%-20.4pp |
| Annual return | 31.86% | 215.79%-183.9pp | 134.60%-102.7pp | 302.83%-271.0pp |
| Employer contribution / active EE | $3,078 | $2,893+6.4% | $2,122+45.1% | $4,761-35.4% |
| Participant deferral / active EE | $4,804 | $4,128+16.4% | $3,373+42.4% | $5,982-19.7% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |