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 7-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 | $11,131 | $64,324-82.7% | $118,925-90.6% | $79,858-86.1% |
| Participation rate | 50.0% | 64.9%-14.9pp | 75.4%-25.4pp | 69.6%-19.6pp |
| Annual return | 2406.77% | 86.45%+2320.3pp | 35.88%+2370.9pp | 31.71%+2375.1pp |
| Employer contribution / active EE | $811 | $1,836-55.8% | $3,263-75.1% | $2,471-67.2% |
| Participant deferral / active EE | $3,145 | $2,824+11.4% | $4,265-26.3% | $3,740-15.9% |
| Admin fee / account holder | $125 | $4,040-96.9% | $6,581-98.1% | $5,306-97.6% |