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 9-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 | $20,981 | $157,256-86.7% | $141,162-85.1% | $152,861-86.3% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 54.65% | 64.32%-9.7pp | 71.39%-16.7pp | 345.32%-290.7pp |
| Employer contribution / active EE | $5,232 | $5,261-0.5% | $4,735+10.5% | $4,762+9.9% |
| Participant deferral / active EE | $6,167 | $7,109-13.3% | $6,709-8.1% | $5,850+5.4% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |