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 4-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 | $13,016 | $175,202-92.6% | $149,673-91.3% | $139,434-90.7% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 25.98% | 166.71%-140.7pp | 134.42%-108.4pp | 372.94%-347.0pp |
| Employer contribution / active EE | $1,088 | $5,474-80.1% | $4,818-77.4% | $4,751-77.1% |
| Participant deferral / active EE | $11,150 | $6,519+71.0% | $5,680+96.3% | $6,710+66.2% |
| Admin fee / account holder | $29 | $16,150-99.8% | $13,210-99.8% | $11,403-99.8% |