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 | $17,867 | $202,318-91.2% | $172,739-89.7% | $152,861-88.3% |
| Participation rate | 61.5% | 87.1%-25.5pp | 82.6%-21.1pp | 82.4%-20.9pp |
| Annual return | 21.80% | 1029.65%-1007.9pp | 802.84%-781.0pp | 345.32%-323.5pp |
| Employer contribution / active EE | $1,589 | $5,856-72.9% | $5,143-69.1% | $4,762-66.6% |
| Participant deferral / active EE | $2,543 | $5,948-57.3% | $5,198-51.1% | $5,850-56.5% |
| Admin fee / account holder | $188 | $17,109-98.9% | $13,954-98.7% | $11,596-98.4% |