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 | $14,085 | $209,411-93.3% | $178,490-92.1% | $158,922-91.1% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 61.20% | 188.75%-127.5pp | 151.07%-89.9pp | 302.83%-241.6pp |
| Employer contribution / active EE | $2,203 | $5,706-61.4% | $5,011-56.0% | $4,761-53.7% |
| Participant deferral / active EE | $2,408 | $5,954-59.6% | $5,202-53.7% | $5,982-59.7% |
| Admin fee / account holder | $58 | $17,074-99.7% | $13,984-99.6% | $11,246-99.5% |