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 8-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 | $17,678 | $112,096-84.2% | $95,952-81.6% | $158,922-88.9% |
| Participation rate | 64.3% | 79.0%-14.7pp | 77.1%-12.8pp | 82.0%-17.7pp |
| Annual return | 19.13% | 171.09%-152.0pp | 91.61%-72.5pp | 302.83%-283.7pp |
| Employer contribution / active EE | $987 | $3,198-69.1% | $2,541-61.2% | $4,761-79.3% |
| Participant deferral / active EE | $1,696 | $4,784-64.5% | $4,167-59.3% | $5,982-71.7% |
| Admin fee / account holder | $281 | $10,130-97.2% | $6,795-95.9% | $11,246-97.5% |