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 | $20,361 | $176,056-88.4% | $159,436-87.2% | $167,490-87.8% |
| Participation rate | 65.0% | 84.9%-19.9pp | 82.8%-17.8pp | 82.1%-17.1pp |
| Annual return | 25.33% | 331.75%-306.4pp | 263.57%-238.2pp | 478.56%-453.2pp |
| Employer contribution / active EE | $1,952 | $5,297-63.2% | $4,829-59.6% | $4,837-59.7% |
| Participant deferral / active EE | $4,928 | $7,750-36.4% | $7,352-33.0% | $6,341-22.3% |
| Admin fee / account holder | $187 | $12,554-98.5% | $10,799-98.3% | $12,309-98.5% |