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 | $9,491 | $202,318-95.3% | $172,739-94.5% | $152,861-93.8% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.4%-22.4pp |
| Annual return | 17.65% | 1029.65%-1012.0pp | 802.84%-785.2pp | 345.32%-327.7pp |
| Employer contribution / active EE | $1,314 | $5,856-77.6% | $5,143-74.4% | $4,762-72.4% |
| Participant deferral / active EE | $3,689 | $5,948-38.0% | $5,198-29.0% | $5,850-36.9% |
| Admin fee / account holder | $25 | $17,109-99.9% | $13,954-99.8% | $11,596-99.8% |