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 | $6,241 | $148,534-95.8% | $135,903-95.4% | $139,434-95.5% |
| Participation rate | 57.9% | 83.9%-26.0pp | 81.9%-24.0pp | 80.3%-22.4pp |
| Annual return | 31.19% | 79.19%-48.0pp | 68.23%-37.0pp | 372.94%-341.8pp |
| Employer contribution / active EE | $1,079 | $5,243-79.4% | $4,856-77.8% | $4,751-77.3% |
| Participant deferral / active EE | $2,623 | $8,100-67.6% | $7,758-66.2% | $6,710-60.9% |
| Admin fee / account holder | $258 | $12,400-97.9% | $10,762-97.6% | $11,403-97.7% |