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 8-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 | $11,570 | $202,432-94.3% | $169,368-93.2% | $139,434-91.7% |
| Participation rate | 62.5% | 81.1%-18.6pp | 77.1%-14.6pp | 80.3%-17.8pp |
| Annual return | 34.35% | 531.74%-497.4pp | 405.60%-371.3pp | 372.94%-338.6pp |
| Employer contribution / active EE | $1,013 | $4,692-78.4% | $4,013-74.8% | $4,751-78.7% |
| Participant deferral / active EE | $2,888 | $6,938-58.4% | $6,221-53.6% | $6,710-57.0% |
| Admin fee / account holder | $37 | $10,708-99.7% | $9,003-99.6% | $11,403-99.7% |