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 | $19,181 | $217,402-91.2% | $185,823-89.7% | $167,490-88.5% |
| Participation rate | 63.6% | 86.0%-22.4pp | 81.7%-18.1pp | 82.1%-18.5pp |
| Annual return | 20.98% | 148.36%-127.4pp | 122.05%-101.1pp | 478.56%-457.6pp |
| Employer contribution / active EE | $1,936 | $5,873-67.0% | $5,167-62.5% | $4,837-60.0% |
| Participant deferral / active EE | $4,429 | $6,356-30.3% | $5,568-20.5% | $6,341-30.2% |
| Admin fee / account holder | $1 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |