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 6-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 | $11,754 | $217,402-94.6% | $185,823-93.7% | $167,490-93.0% |
| Participation rate | 55.6% | 86.0%-30.5pp | 81.7%-26.1pp | 82.1%-26.5pp |
| Annual return | 164.18% | 148.36%+15.8pp | 122.05%+42.1pp | 478.56%-314.4pp |
| Employer contribution / active EE | $1,746 | $5,873-70.3% | $5,167-66.2% | $4,837-63.9% |
| Participant deferral / active EE | $4,149 | $6,356-34.7% | $5,568-25.5% | $6,341-34.6% |
| Admin fee / account holder | $171 | $19,811-99.1% | $16,237-98.9% | $12,309-98.6% |