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 6-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 | $9,859 | $165,335-94.0% | $149,696-93.4% | $158,922-93.8% |
| Participation rate | 58.8% | 84.6%-25.7pp | 82.5%-23.7pp | 82.0%-23.1pp |
| Annual return | 74.79% | 348.15%-273.4pp | 276.60%-201.8pp | 302.83%-228.0pp |
| Employer contribution / active EE | $1,315 | $5,103-74.2% | $4,644-71.7% | $4,761-72.4% |
| Participant deferral / active EE | $2,491 | $7,181-65.3% | $6,842-63.6% | $5,982-58.4% |
| Admin fee / account holder | $116 | $10,807-98.9% | $9,309-98.8% | $11,246-99.0% |