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 | $18,656 | $87,733-78.7% | $106,548-82.5% | $85,850-78.3% |
| Participation rate | 22.7% | 71.9%-49.2pp | 76.1%-53.4pp | 69.3%-46.6pp |
| Annual return | 19.55% | 21.86%-2.3pp | 26.80%-7.2pp | 318.53%-299.0pp |
| Employer contribution / active EE | $533 | $2,073-74.3% | $2,819-81.1% | $2,565-79.2% |
| Participant deferral / active EE | $1,065 | $3,469-69.3% | $4,398-75.8% | $3,952-73.0% |
| Admin fee / account holder | $0 | $6,767-100.0% | $7,407-100.0% | $6,260-100.0% |