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 | $24,758 | $197,591-87.5% | $177,821-86.1% | $158,922-84.4% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 13.36% | 58.76%-45.4pp | 48.32%-35.0pp | 302.83%-289.5pp |
| Employer contribution / active EE | $1,717 | $6,697-74.4% | $5,918-71.0% | $4,761-63.9% |
| Participant deferral / active EE | $6,237 | $8,405-25.8% | $7,714-19.1% | $5,982+4.3% |
| Admin fee / account holder | $134 | $15,399-99.1% | $12,427-98.9% | $11,246-98.8% |