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 | $16,972 | $157,256-89.2% | $141,162-88.0% | $152,861-88.9% |
| Participation rate | 58.8% | 84.8%-26.0pp | 82.5%-23.6pp | 82.4%-23.6pp |
| Annual return | 37.21% | 64.32%-27.1pp | 71.39%-34.2pp | 345.32%-308.1pp |
| Employer contribution / active EE | $1,061 | $5,261-79.8% | $4,735-77.6% | $4,762-77.7% |
| Participant deferral / active EE | $4,591 | $7,109-35.4% | $6,709-31.6% | $5,850-21.5% |
| Admin fee / account holder | $232 | $12,120-98.1% | $10,261-97.7% | $11,596-98.0% |