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 | $5,110 | $135,952-96.2% | $123,892-95.9% | $273,961-98.1% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 22.28% | 56.63%-34.3pp | 47.52%-25.2pp | 41.45%-19.2pp |
| Employer contribution / active EE | $1,059 | $5,170-79.5% | $4,617-77.1% | $4,869-78.3% |
| Participant deferral / active EE | $994 | $6,343-84.3% | $5,984-83.4% | $5,287-81.2% |
| Admin fee / account holder | $270 | $9,817-97.2% | $8,357-96.8% | $10,132-97.3% |