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 | $13,439 | $209,411-93.6% | $178,490-92.5% | $158,922-91.5% |
| Participation rate | 64.3% | 86.3%-22.1pp | 81.9%-17.6pp | 82.0%-17.7pp |
| Annual return | 35.18% | 188.75%-153.6pp | 151.07%-115.9pp | 302.83%-267.6pp |
| Employer contribution / active EE | $1,275 | $5,706-77.7% | $5,011-74.6% | $4,761-73.2% |
| Participant deferral / active EE | $2,934 | $5,954-50.7% | $5,202-43.6% | $5,982-51.0% |
| Admin fee / account holder | $144 | $17,074-99.2% | $13,984-99.0% | $11,246-98.7% |