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 | $15,921 | $115,770-86.2% | $101,248-84.3% | $158,922-90.0% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.8%-13.3pp | 82.0%-19.5pp |
| Annual return | 79.35% | 56.14%+23.2pp | 46.47%+32.9pp | 302.83%-223.5pp |
| Employer contribution / active EE | $1,537 | $4,175-63.2% | $3,660-58.0% | $4,761-67.7% |
| Participant deferral / active EE | $5,103 | $4,957+2.9% | $4,370+16.8% | $5,982-14.7% |
| Admin fee / account holder | $121 | $7,245-98.3% | $5,945-98.0% | $11,246-98.9% |