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 | $24,745 | $209,411-88.2% | $178,490-86.1% | $158,922-84.4% |
| Participation rate | 60.0% | 86.3%-26.3pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 50.40% | 188.75%-138.4pp | 151.07%-100.7pp | 302.83%-252.4pp |
| Employer contribution / active EE | $2,315 | $5,706-59.4% | $5,011-53.8% | $4,761-51.4% |
| Participant deferral / active EE | $5,743 | $5,954-3.5% | $5,202+10.4% | $5,982-4.0% |
| Admin fee / account holder | $83 | $17,074-99.5% | $13,984-99.4% | $11,246-99.3% |