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 | $10,144 | $209,411-95.2% | $178,490-94.3% | $158,922-93.6% |
| Participation rate | 64.3% | 86.3%-22.1pp | 81.9%-17.6pp | 82.0%-17.7pp |
| Annual return | 46.64% | 188.75%-142.1pp | 151.07%-104.4pp | 302.83%-256.2pp |
| Employer contribution / active EE | $1,508 | $5,706-73.6% | $5,011-69.9% | $4,761-68.3% |
| Participant deferral / active EE | $3,121 | $5,954-47.6% | $5,202-40.0% | $5,982-47.8% |
| Admin fee / account holder | $32 | $17,074-99.8% | $13,984-99.8% | $11,246-99.7% |