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 5-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 | $23,701 | $185,822-87.2% | $169,993-86.1% | $139,434-83.0% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 22.09% | 60.50%-38.4pp | 53.37%-31.3pp | 372.94%-350.9pp |
| Employer contribution / active EE | $1,441 | $7,590-81.0% | $6,785-78.8% | $4,751-69.7% |
| Participant deferral / active EE | $5,389 | $11,622-53.6% | $10,408-48.2% | $6,710-19.7% |
| Admin fee / account holder | $20 | $15,381-99.9% | $12,815-99.8% | $11,403-99.8% |