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 | $27,121 | $180,449-85.0% | $154,107-82.4% | $135,375-80.0% |
| Participation rate | 9.1% | 87.4%-78.3pp | 83.0%-73.9pp | 82.6%-73.5pp |
| Annual return | 2.04% | 888.09%-886.1pp | 735.12%-733.1pp | 519.73%-517.7pp |
| Employer contribution / active EE | $2,120 | $6,035-64.9% | $5,298-60.0% | $4,779-55.6% |
| Participant deferral / active EE | $3,109 | $5,806-46.5% | $5,081-38.8% | $5,609-44.6% |
| Admin fee / account holder | $151 | $16,143-99.1% | $13,411-98.9% | $10,827-98.6% |