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 | $17,866 | $157,256-88.6% | $141,162-87.3% | $152,861-88.3% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.4%-19.9pp |
| Annual return | 37.07% | 64.32%-27.3pp | 71.39%-34.3pp | 345.32%-308.2pp |
| Employer contribution / active EE | $2,703 | $5,261-48.6% | $4,735-42.9% | $4,762-43.2% |
| Participant deferral / active EE | $6,886 | $7,109-3.1% | $6,709+2.6% | $5,850+17.7% |
| Admin fee / account holder | $42 | $12,120-99.7% | $10,261-99.6% | $11,596-99.6% |