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 | $10,640 | $176,377-94.0% | $134,143-92.1% | $158,922-93.3% |
| Participation rate | 66.7% | 78.7%-12.0pp | 72.2%-5.5pp | 82.0%-15.3pp |
| Annual return | 44.30% | 63.63%-19.3pp | 36.33%+8.0pp | 302.83%-258.5pp |
| Employer contribution / active EE | $1,374 | $5,040-72.7% | $3,704-62.9% | $4,761-71.1% |
| Participant deferral / active EE | $2,372 | $4,091-42.0% | $3,499-32.2% | $5,982-60.3% |
| Admin fee / account holder | $263 | $8,718-97.0% | $6,684-96.1% | $11,246-97.7% |