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 | $18,997 | $198,466-90.4% | $170,442-88.9% | $147,584-87.1% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 30.30% | 257.29%-227.0pp | 205.93%-175.6pp | 578.55%-548.3pp |
| Employer contribution / active EE | $1,510 | $6,184-75.6% | $5,433-72.2% | $4,876-69.0% |
| Participant deferral / active EE | $7,709 | $5,629+36.9% | $4,939+56.1% | $5,439+41.7% |
| Admin fee / account holder | $135 | $16,852-99.2% | $13,880-99.0% | $10,885-98.8% |