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 | $14,184 | $209,411-93.2% | $178,490-92.1% | $158,922-91.1% |
| Participation rate | 62.5% | 86.3%-23.8pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 24.06% | 188.75%-164.7pp | 151.07%-127.0pp | 302.83%-278.8pp |
| Employer contribution / active EE | $1,625 | $5,706-71.5% | $5,011-67.6% | $4,761-65.9% |
| Participant deferral / active EE | $5,071 | $5,954-14.8% | $5,202-2.5% | $5,982-15.2% |
| Admin fee / account holder | $28 | $17,074-99.8% | $13,984-99.8% | $11,246-99.7% |