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 10-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 | $22,045 | $202,318-89.1% | $172,739-87.2% | $152,861-85.6% |
| Participation rate | 25.0% | 87.1%-62.1pp | 82.6%-57.6pp | 82.4%-57.4pp |
| Annual return | 27.30% | 1029.65%-1002.4pp | 802.84%-775.5pp | 345.32%-318.0pp |
| Employer contribution / active EE | $5,008 | $5,856-14.5% | $5,143-2.6% | $4,762+5.2% |
| Participant deferral / active EE | $2,110 | $5,948-64.5% | $5,198-59.4% | $5,850-63.9% |
| Admin fee / account holder | $210 | $17,109-98.8% | $13,954-98.5% | $11,596-98.2% |