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 | $13,770 | $115,882-88.1% | $100,516-86.3% | $158,922-91.3% |
| Participation rate | 66.7% | 81.6%-14.9pp | 79.4%-12.7pp | 82.0%-15.3pp |
| Annual return | 131.81% | 34.79%+97.0pp | 30.89%+100.9pp | 302.83%-171.0pp |
| Employer contribution / active EE | $4,819 | $4,103+17.4% | $3,418+41.0% | $4,761+1.2% |
| Participant deferral / active EE | $5,422 | $6,674-18.8% | $6,270-13.5% | $5,982-9.4% |
| Admin fee / account holder | $4 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |