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 | $11,346 | $202,318-94.4% | $172,739-93.4% | $152,861-92.6% |
| Participation rate | 61.5% | 87.1%-25.5pp | 82.6%-21.1pp | 82.4%-20.9pp |
| Annual return | 58.70% | 1029.65%-970.9pp | 802.84%-744.1pp | 345.32%-286.6pp |
| Employer contribution / active EE | $1,457 | $5,856-75.1% | $5,143-71.7% | $4,762-69.4% |
| Participant deferral / active EE | $3,656 | $5,948-38.5% | $5,198-29.7% | $5,850-37.5% |
| Admin fee / account holder | $79 | $17,109-99.5% | $13,954-99.4% | $11,596-99.3% |