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 | $17,652 | $202,318-91.3% | $172,739-89.8% | $152,861-88.5% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 166.45% | 1029.65%-863.2pp | 802.84%-636.4pp | 345.32%-178.9pp |
| Employer contribution / active EE | $1,730 | $5,856-70.5% | $5,143-66.4% | $4,762-63.7% |
| Participant deferral / active EE | $4,938 | $5,948-17.0% | $5,198-5.0% | $5,850-15.6% |
| Admin fee / account holder | $58 | $17,109-99.7% | $13,954-99.6% | $11,596-99.5% |