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 | $26,869 | $202,318-86.7% | $172,739-84.4% | $152,861-82.4% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 32.83% | 1029.65%-996.8pp | 802.84%-770.0pp | 345.32%-312.5pp |
| Employer contribution / active EE | $1,257 | $5,856-78.5% | $5,143-75.6% | $4,762-73.6% |
| Participant deferral / active EE | $4,960 | $5,948-16.6% | $5,198-4.6% | $5,850-15.2% |
| Admin fee / account holder | $96 | $17,109-99.4% | $13,954-99.3% | $11,596-99.2% |