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 3-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 | $9,886 | $210,648-95.3% | $177,989-94.4% | $145,922-93.2% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 16.06% | 385.86%-369.8pp | 294.48%-278.4pp | 561.29%-545.2pp |
| Employer contribution / active EE | $1,341 | $4,565-70.6% | $3,949-66.0% | $4,660-71.2% |
| Participant deferral / active EE | $1,993 | $6,958-71.4% | $6,276-68.2% | $6,688-70.2% |
| Admin fee / account holder | $35 | $12,013-99.7% | $10,363-99.7% | $13,397-99.7% |