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 7-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 | $12,794 | $197,591-93.5% | $177,821-92.8% | $158,922-91.9% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 153.76% | 58.76%+95.0pp | 48.32%+105.4pp | 302.83%-149.1pp |
| Employer contribution / active EE | $1,452 | $6,697-78.3% | $5,918-75.5% | $4,761-69.5% |
| Participant deferral / active EE | $6,955 | $8,405-17.3% | $7,714-9.8% | $5,982+16.3% |
| Admin fee / account holder | $50 | $15,399-99.7% | $12,427-99.6% | $11,246-99.6% |