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 8-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 | $13,947 | $121,625-88.5% | $104,607-86.7% | $158,922-91.2% |
| Participation rate | 60.0% | 77.5%-17.5pp | 74.1%-14.1pp | 82.0%-22.0pp |
| Annual return | 24.76% | 465.26%-440.5pp | 340.46%-315.7pp | 302.83%-278.1pp |
| Employer contribution / active EE | $746 | $3,163-76.4% | $2,681-72.2% | $4,761-84.3% |
| Participant deferral / active EE | $2,408 | $4,177-42.4% | $3,740-35.6% | $5,982-59.7% |
| Admin fee / account holder | $174 | $7,787-97.8% | $6,473-97.3% | $11,246-98.5% |