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 | $19,424 | $51,244-62.1% | $80,975-76.0% | $55,167-64.8% |
| Participation rate | 66.9% | 71.7%-4.8pp | 75.8%-8.9pp | 69.0%-2.1pp |
| Annual return | 45.59% | 17.39%+28.2pp | 17.10%+28.5pp | 169.23%-123.6pp |
| Employer contribution / active EE | $2,713 | $1,770+53.3% | $3,714-26.9% | $1,963+38.3% |
| Participant deferral / active EE | $5,392 | $4,418+22.0% | $5,696-5.3% | $3,054+76.5% |
| Admin fee / account holder | $61 | $398-84.8% | $5,516-98.9% | $504-88.0% |