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 6-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 | $19,297 | $176,812-89.1% | $146,665-86.8% | $167,490-88.5% |
| Participation rate | 66.7% | 83.6%-16.9pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 30.97% | 24.03%+6.9pp | 22.74%+8.2pp | 478.56%-447.6pp |
| Employer contribution / active EE | $1,843 | $5,160-64.3% | $4,136-55.5% | $4,837-61.9% |
| Participant deferral / active EE | $5,537 | $6,440-14.0% | $5,506+0.6% | $6,341-12.7% |
| Admin fee / account holder | $151 | $13,259-98.9% | $10,280-98.5% | $12,309-98.8% |