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 | $12,393 | $115,770-89.3% | $101,248-87.8% | $158,922-92.2% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.8%-13.3pp | 82.0%-19.5pp |
| Annual return | 189.28% | 56.14%+133.1pp | 46.47%+142.8pp | 302.83%-113.5pp |
| Employer contribution / active EE | $1,491 | $4,175-64.3% | $3,660-59.3% | $4,761-68.7% |
| Participant deferral / active EE | $4,451 | $4,957-10.2% | $4,370+1.9% | $5,982-25.6% |
| Admin fee / account holder | $59 | $7,245-99.2% | $5,945-99.0% | $11,246-99.5% |