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 7-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 | $11,479 | $197,591-94.2% | $177,821-93.5% | $158,922-92.8% |
| Participation rate | 69.2% | 88.5%-19.3pp | 87.7%-18.5pp | 82.0%-12.7pp |
| Annual return | 34.13% | 58.76%-24.6pp | 48.32%-14.2pp | 302.83%-268.7pp |
| Employer contribution / active EE | $1,852 | $6,697-72.3% | $5,918-68.7% | $4,761-61.1% |
| Participant deferral / active EE | $5,726 | $8,405-31.9% | $7,714-25.8% | $5,982-4.3% |
| Admin fee / account holder | $98 | $15,399-99.4% | $12,427-99.2% | $11,246-99.1% |