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 | $15,232 | $165,335-90.8% | $149,696-89.8% | $158,922-90.4% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 38.74% | 348.15%-309.4pp | 276.60%-237.9pp | 302.83%-264.1pp |
| Employer contribution / active EE | $2,173 | $5,103-57.4% | $4,644-53.2% | $4,761-54.4% |
| Participant deferral / active EE | $3,091 | $7,181-57.0% | $6,842-54.8% | $5,982-48.3% |
| Admin fee / account holder | $93 | $10,807-99.1% | $9,309-99.0% | $11,246-99.2% |