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 8-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 | $19,721 | $171,164-88.5% | $127,761-84.6% | $152,861-87.1% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.0%-29.0pp | 82.4%-32.4pp |
| Annual return | 151.75% | 23.54%+128.2pp | 26.14%+125.6pp | 345.32%-193.6pp |
| Employer contribution / active EE | $2,444 | $5,447-55.1% | $4,574-46.6% | $4,762-48.7% |
| Participant deferral / active EE | $5,008 | $7,038-28.8% | $6,021-16.8% | $5,850-14.4% |
| Admin fee / account holder | $114 | $14,530-99.2% | $9,395-98.8% | $11,596-99.0% |