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 | $13,142 | $209,411-93.7% | $178,490-92.6% | $158,922-91.7% |
| Participation rate | 69.2% | 86.3%-17.1pp | 81.9%-12.7pp | 82.0%-12.7pp |
| Annual return | 29.87% | 188.75%-158.9pp | 151.07%-121.2pp | 302.83%-273.0pp |
| Employer contribution / active EE | $1,207 | $5,706-78.8% | $5,011-75.9% | $4,761-74.6% |
| Participant deferral / active EE | $3,859 | $5,954-35.2% | $5,202-25.8% | $5,982-35.5% |
| Admin fee / account holder | $5 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |