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 9-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 | $21,471 | $209,411-89.7% | $178,490-88.0% | $158,922-86.5% |
| Participation rate | 42.9% | 86.3%-43.5pp | 81.9%-39.1pp | 82.0%-39.1pp |
| Annual return | 88.52% | 188.75%-100.2pp | 151.07%-62.6pp | 302.83%-214.3pp |
| Employer contribution / active EE | $1,908 | $5,706-66.6% | $5,011-61.9% | $4,761-59.9% |
| Participant deferral / active EE | $4,969 | $5,954-16.5% | $5,202-4.5% | $5,982-16.9% |
| Admin fee / account holder | $87 | $17,074-99.5% | $13,984-99.4% | $11,246-99.2% |