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 | $23,505 | $202,318-88.4% | $172,739-86.4% | $152,861-84.6% |
| Participation rate | 58.3% | 87.1%-28.7pp | 82.6%-24.3pp | 82.4%-24.1pp |
| Annual return | 25.78% | 1029.65%-1003.9pp | 802.84%-777.1pp | 345.32%-319.5pp |
| Employer contribution / active EE | $1,286 | $5,856-78.0% | $5,143-75.0% | $4,762-73.0% |
| Participant deferral / active EE | $3,700 | $5,948-37.8% | $5,198-28.8% | $5,850-36.8% |
| Admin fee / account holder | $45 | $17,109-99.7% | $13,954-99.7% | $11,596-99.6% |