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 8-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 | $13,680 | $755,339-98.2% | $379,746-96.4% | $158,922-91.4% |
| Participation rate | 42.9% | 81.8%-38.9pp | 78.4%-35.6pp | 82.0%-39.1pp |
| Annual return | 32.69% | 53.41%-20.7pp | 34.90%-2.2pp | 302.83%-270.1pp |
| Employer contribution / active EE | $1,477 | $4,685-68.5% | $3,540-58.3% | $4,761-69.0% |
| Participant deferral / active EE | $3,489 | $7,938-56.0% | $6,024-42.1% | $5,982-41.7% |
| Admin fee / account holder | $59 | $14,482-99.6% | $7,927-99.3% | $11,246-99.5% |