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 | $16,760 | $227,553-92.6% | $189,557-91.2% | $167,490-90.0% |
| Participation rate | 33.3% | 82.5%-49.2pp | 78.4%-45.1pp | 82.1%-48.8pp |
| Annual return | 12.11% | 78.40%-66.3pp | 64.17%-52.1pp | 478.56%-466.4pp |
| Employer contribution / active EE | $1,067 | $5,316-79.9% | $4,412-75.8% | $4,837-77.9% |
| Participant deferral / active EE | $1,333 | $7,002-81.0% | $6,174-78.4% | $6,341-79.0% |
| Admin fee / account holder | $121 | $11,878-99.0% | $9,807-98.8% | $12,309-99.0% |