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 | $25,618 | $217,402-88.2% | $185,823-86.2% | $167,490-84.7% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 23.93% | 148.36%-124.4pp | 122.05%-98.1pp | 478.56%-454.6pp |
| Employer contribution / active EE | $2,729 | $5,873-53.5% | $5,167-47.2% | $4,837-43.6% |
| Participant deferral / active EE | $5,868 | $6,356-7.7% | $5,568+5.4% | $6,341-7.5% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |