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 | $13,561 | $226,064-94.0% | $182,532-92.6% | $152,861-91.1% |
| Participation rate | 30.0% | 82.5%-52.5pp | 78.0%-48.0pp | 82.4%-52.4pp |
| Annual return | 25.78% | 192.51%-166.7pp | 148.54%-122.8pp | 345.32%-319.5pp |
| Employer contribution / active EE | $549 | $4,978-89.0% | $4,076-86.5% | $4,762-88.5% |
| Participant deferral / active EE | $1,586 | $6,368-75.1% | $5,524-71.3% | $5,850-72.9% |
| Admin fee / account holder | $81 | $10,703-99.2% | $8,592-99.1% | $11,596-99.3% |