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.
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 | $29,515 | $86,929-66.0% | $102,423-71.2% | $80,856-63.5% |
| Participation rate | 11.8% | 72.4%-60.6pp | 76.5%-64.7pp | 67.6%-55.9pp |
| Annual return | 22.35% | 18.88%+3.5pp | 29.32%-7.0pp | 35.59%-13.2pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $370 | $4,118-91.0% | $5,053-92.7% | $4,296-91.4% |
| Admin fee / account holder | $20 | $8,049-99.8% | $9,451-99.8% | $6,918-99.7% |