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 | $13,933 | $176,662-92.1% | $130,648-89.3% | $152,861-90.9% |
| Participation rate | 45.0% | 79.0%-34.0pp | 71.7%-26.7pp | 82.4%-37.4pp |
| Annual return | 33.23% | 2692.24%-2659.0pp | 1708.96%-1675.7pp | 345.32%-312.1pp |
| Employer contribution / active EE | $1,093 | $5,742-81.0% | $4,092-73.3% | $4,762-77.1% |
| Participant deferral / active EE | $2,071 | $4,361-52.5% | $3,603-42.5% | $5,850-64.6% |
| Admin fee / account holder | $151 | $7,133-97.9% | $5,464-97.2% | $11,596-98.7% |