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 | $11,769 | $58,512-79.9% | $84,015-86.0% | $72,985-83.9% |
| Participation rate | 34.4% | 61.2%-26.9pp | 69.0%-34.6pp | 69.5%-35.1pp |
| Annual return | 3317.92% | 28.93%+3289.0pp | 71.31%+3246.6pp | 81.00%+3236.9pp |
| Employer contribution / active EE | $578 | $1,163-50.3% | $1,983-70.9% | $2,440-76.3% |
| Participant deferral / active EE | $1,978 | $2,394-17.4% | $3,239-38.9% | $3,607-45.2% |
| Admin fee / account holder | $11 | $4,569-99.8% | $6,101-99.8% | $5,124-99.8% |