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 | $18,729 | $185,822-89.9% | $169,993-89.0% | $139,434-86.6% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 17.66% | 60.50%-42.8pp | 53.37%-35.7pp | 372.94%-355.3pp |
| Employer contribution / active EE | $8,332 | $7,590+9.8% | $6,785+22.8% | $4,751+75.4% |
| Participant deferral / active EE | $12,471 | $11,622+7.3% | $10,408+19.8% | $6,710+85.8% |
| Admin fee / account holder | $216 | $15,381-98.6% | $12,815-98.3% | $11,403-98.1% |