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 | $20,726 | $93,373-77.8% | $152,466-86.4% | $85,850-75.9% |
| Participation rate | 57.7% | 70.1%-12.4pp | 78.2%-20.5pp | 69.3%-11.6pp |
| Annual return | 16.25% | 21.84%-5.6pp | 757.33%-741.1pp | 318.53%-302.3pp |
| Employer contribution / active EE | $1,691 | $2,996-43.6% | $4,327-60.9% | $2,565-34.1% |
| Participant deferral / active EE | $3,054 | $4,550-32.9% | $5,820-47.5% | $3,952-22.7% |
| Admin fee / account holder | $199 | $13,853-98.6% | $15,805-98.7% | $6,260-96.8% |