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 9-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 | $28,037 | $198,466-85.9% | $170,442-83.6% | $147,584-81.0% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 20.40% | 257.29%-236.9pp | 205.93%-185.5pp | 578.55%-558.1pp |
| Employer contribution / active EE | $1,417 | $6,184-77.1% | $5,433-73.9% | $4,876-70.9% |
| Participant deferral / active EE | $4,311 | $5,629-23.4% | $4,939-12.7% | $5,439-20.7% |
| Admin fee / account holder | $208 | $16,852-98.8% | $13,880-98.5% | $10,885-98.1% |