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 | $23,629 | $209,411-88.7% | $178,490-86.8% | $158,922-85.1% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 64.76% | 188.75%-124.0pp | 151.07%-86.3pp | 302.83%-238.1pp |
| Employer contribution / active EE | $1,468 | $5,706-74.3% | $5,011-70.7% | $4,761-69.2% |
| Participant deferral / active EE | $5,413 | $5,954-9.1% | $5,202+4.1% | $5,982-9.5% |
| Admin fee / account holder | $22 | $17,074-99.9% | $13,984-99.8% | $11,246-99.8% |