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 | $32,565 | $197,591-83.5% | $177,821-81.7% | $158,922-79.5% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.7%-25.2pp | 82.0%-19.5pp |
| Annual return | 20.24% | 58.76%-38.5pp | 48.32%-28.1pp | 302.83%-282.6pp |
| Employer contribution / active EE | $2,243 | $6,697-66.5% | $5,918-62.1% | $4,761-52.9% |
| Participant deferral / active EE | $8,722 | $8,405+3.8% | $7,714+13.1% | $5,982+45.8% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |