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 | $15,404 | $110,257-86.0% | $96,544-84.0% | $139,434-89.0% |
| Participation rate | 60.0% | 78.1%-18.1pp | 76.0%-16.0pp | 80.3%-20.3pp |
| Annual return | 17.57% | 26.32%-8.8pp | 25.84%-8.3pp | 372.94%-355.4pp |
| Employer contribution / active EE | $805 | $3,620-77.8% | $2,965-72.9% | $4,751-83.1% |
| Participant deferral / active EE | $1,609 | $5,548-71.0% | $4,851-66.8% | $6,710-76.0% |
| Admin fee / account holder | $121 | $11,591-99.0% | $8,252-98.5% | $11,403-98.9% |