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 10-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 | $22,331 | $226,064-90.1% | $182,532-87.8% | $152,861-85.4% |
| Participation rate | 45.5% | 82.5%-37.0pp | 78.0%-32.5pp | 82.4%-37.0pp |
| Annual return | 37.37% | 192.51%-155.1pp | 148.54%-111.2pp | 345.32%-308.0pp |
| Employer contribution / active EE | $1,128 | $4,978-77.3% | $4,076-72.3% | $4,762-76.3% |
| Participant deferral / active EE | $2,339 | $6,368-63.3% | $5,524-57.7% | $5,850-60.0% |
| Admin fee / account holder | $189 | $10,703-98.2% | $8,592-97.8% | $11,596-98.4% |