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 9-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 | $17,362 | $112,881-84.6% | $90,951-80.9% | $158,922-89.1% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 8.66% | 215.79%-207.1pp | 134.60%-125.9pp | 302.83%-294.2pp |
| Employer contribution / active EE | $785 | $2,893-72.9% | $2,122-63.0% | $4,761-83.5% |
| Participant deferral / active EE | $1,510 | $4,128-63.4% | $3,373-55.2% | $5,982-74.8% |
| Admin fee / account holder | $236 | $8,041-97.1% | $5,959-96.0% | $11,246-97.9% |