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 9-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 | $23,490 | $86,286-72.8% | $111,297-78.9% | $85,850-72.6% |
| Participation rate | 65.1% | 73.3%-8.2pp | 77.3%-12.2pp | 69.3%-4.2pp |
| Annual return | 20.01% | 19.99%0pp | 54.65%-34.6pp | 318.53%-298.5pp |
| Employer contribution / active EE | $1,780 | $2,043-12.9% | $2,731-34.8% | $2,565-30.6% |
| Participant deferral / active EE | $3,200 | $3,641-12.1% | $4,487-28.7% | $3,952-19.0% |
| Admin fee / account holder | $150 | $8,188-98.2% | $7,964-98.1% | $6,260-97.6% |