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 | $21,521 | $209,411-89.7% | $178,490-87.9% | $158,922-86.5% |
| Participation rate | 60.0% | 86.3%-26.3pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 27.07% | 188.75%-161.7pp | 151.07%-124.0pp | 302.83%-275.8pp |
| Employer contribution / active EE | $1,248 | $5,706-78.1% | $5,011-75.1% | $4,761-73.8% |
| Participant deferral / active EE | $4,316 | $5,954-27.5% | $5,202-17.0% | $5,982-27.9% |
| Admin fee / account holder | $132 | $17,074-99.2% | $13,984-99.1% | $11,246-98.8% |