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 5-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 | $13,982 | $148,534-90.6% | $135,903-89.7% | $139,434-90.0% |
| Participation rate | 35.3% | 83.9%-48.6pp | 81.9%-46.6pp | 80.3%-45.0pp |
| Annual return | 26.20% | 79.19%-53.0pp | 68.23%-42.0pp | 372.94%-346.7pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,649 | $8,100-79.6% | $7,758-78.7% | $6,710-75.4% |
| Admin fee / account holder | $33 | $12,400-99.7% | $10,762-99.7% | $11,403-99.7% |