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 10-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,736 | $88,707-77.8% | $74,183-73.4% | $273,961-92.8% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.6%-14.1pp | 83.0%-20.5pp |
| Annual return | 6.71% | 11.94%-5.2pp | 17.74%-11.0pp | 41.45%-34.7pp |
| Employer contribution / active EE | $1,175 | $3,159-62.8% | $2,370-50.4% | $4,869-75.9% |
| Participant deferral / active EE | $1,152 | $4,212-72.6% | $3,550-67.5% | $5,287-78.2% |
| Admin fee / account holder | $70 | $8,717-99.2% | $5,586-98.7% | $10,132-99.3% |