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 10-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 | $15,676 | $113,339-86.2% | $94,993-83.5% | $147,584-89.4% |
| Participation rate | 66.7% | 78.0%-11.3pp | 73.9%-7.2pp | 82.8%-16.2pp |
| Annual return | 52.90% | 20.77%+32.1pp | 27.12%+25.8pp | 578.55%-525.7pp |
| Employer contribution / active EE | $4,000 | $3,160+26.6% | $2,603+53.6% | $4,876-18.0% |
| Participant deferral / active EE | $12,000 | $3,777+217.7% | $3,317+261.8% | $5,439+120.6% |
| Admin fee / account holder | $95 | $6,063-98.4% | $4,960-98.1% | $10,885-99.1% |