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 10-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 | $21,189 | $198,466-89.3% | $170,442-87.6% | $147,584-85.6% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 32.55% | 257.29%-224.7pp | 205.93%-173.4pp | 578.55%-546.0pp |
| Employer contribution / active EE | $1,686 | $6,184-72.7% | $5,433-69.0% | $4,876-65.4% |
| Participant deferral / active EE | $6,863 | $5,629+21.9% | $4,939+38.9% | $5,439+26.2% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |