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.
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 | $14,929 | $72,277-79.3% | $101,248-85.3% | $79,858-81.3% |
| Participation rate | 64.8% | 68.5%-3.6pp | 75.8%-11.0pp | 69.6%-4.8pp |
| Annual return | 19.04% | 22.30%-3.3pp | 46.47%-27.4pp | 31.71%-12.7pp |
| Employer contribution / active EE | $1,014 | $2,692-62.3% | $3,660-72.3% | $2,471-59.0% |
| Participant deferral / active EE | $1,257 | $3,282-61.7% | $4,370-71.2% | $3,740-66.4% |
| Admin fee / account holder | $269 | $4,400-93.9% | $5,945-95.5% | $5,306-94.9% |