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 6-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 | $18,831 | $209,411-91.0% | $178,490-89.4% | $158,922-88.2% |
| Participation rate | 60.0% | 86.3%-26.3pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 59.82% | 188.75%-128.9pp | 151.07%-91.3pp | 302.83%-243.0pp |
| Employer contribution / active EE | $2,064 | $5,706-63.8% | $5,011-58.8% | $4,761-56.6% |
| Participant deferral / active EE | $4,715 | $5,954-20.8% | $5,202-9.4% | $5,982-21.2% |
| Admin fee / account holder | $219 | $17,074-98.7% | $13,984-98.4% | $11,246-98.1% |