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 | $12,980 | $91,190-85.8% | $178,490-92.7% | $79,858-83.7% |
| Participation rate | 66.7% | 69.2%-2.5pp | 81.9%-15.3pp | 69.6%-3.0pp |
| Annual return | 15.93% | 24.19%-8.3pp | 151.07%-135.1pp | 31.71%-15.8pp |
| Employer contribution / active EE | $934 | $3,256-71.3% | $5,011-81.4% | $2,471-62.2% |
| Participant deferral / active EE | $652 | $3,236-79.8% | $5,202-87.5% | $3,740-82.6% |
| Admin fee / account holder | $290 | $6,751-95.7% | $13,984-97.9% | $5,306-94.5% |