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 3-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 | $10,291 | $210,648-95.1% | $177,989-94.2% | $145,922-92.9% |
| Participation rate | 64.3% | 80.8%-16.5pp | 77.1%-12.8pp | 80.3%-16.0pp |
| Annual return | 12.93% | 385.86%-372.9pp | 294.48%-281.6pp | 561.29%-548.4pp |
| Employer contribution / active EE | $1,801 | $4,565-60.5% | $3,949-54.4% | $4,660-61.3% |
| Participant deferral / active EE | $2,088 | $6,958-70.0% | $6,276-66.7% | $6,688-68.8% |
| Admin fee / account holder | $209 | $12,013-98.3% | $10,363-98.0% | $13,397-98.4% |