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 | $19,410 | $209,411-90.7% | $178,490-89.1% | $158,922-87.8% |
| Participation rate | 53.8% | 86.3%-32.5pp | 81.9%-28.1pp | 82.0%-28.1pp |
| Annual return | 13.24% | 188.75%-175.5pp | 151.07%-137.8pp | 302.83%-289.6pp |
| Employer contribution / active EE | $1,740 | $5,706-69.5% | $5,011-65.3% | $4,761-63.5% |
| Participant deferral / active EE | $3,928 | $5,954-34.0% | $5,202-24.5% | $5,982-34.3% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |