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 3-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 | $11,865 | $159,901-92.6% | $146,958-91.9% | $145,922-91.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 22.32% | 98.13%-75.8pp | 418.34%-396.0pp | 561.29%-539.0pp |
| Employer contribution / active EE | $1,049 | $5,286-80.2% | $4,933-78.7% | $4,660-77.5% |
| Participant deferral / active EE | $3,068 | $8,428-63.6% | $8,070-62.0% | $6,688-54.1% |
| Admin fee / account holder | $92 | $15,044-99.4% | $12,998-99.3% | $13,397-99.3% |