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 9-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 | $16,785 | $157,256-89.3% | $141,162-88.1% | $152,861-89.0% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.4%-19.9pp |
| Annual return | 70.14% | 64.32%+5.8pp | 71.39%-1.3pp | 345.32%-275.2pp |
| Employer contribution / active EE | $4,461 | $5,261-15.2% | $4,735-5.8% | $4,762-6.3% |
| Participant deferral / active EE | $3,166 | $7,109-55.5% | $6,709-52.8% | $5,850-45.9% |
| Admin fee / account holder | $48 | $12,120-99.6% | $10,261-99.5% | $11,596-99.6% |