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 8-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 | $20,542 | $202,318-89.8% | $172,739-88.1% | $152,861-86.6% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 49.13% | 1029.65%-980.5pp | 802.84%-753.7pp | 345.32%-296.2pp |
| Employer contribution / active EE | $4,430 | $5,856-24.4% | $5,143-13.9% | $4,762-7.0% |
| Participant deferral / active EE | $4,524 | $5,948-23.9% | $5,198-13.0% | $5,850-22.7% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |