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 | $32,769 | $95,803-65.8% | $113,168-71.0% | $84,808-61.4% |
| Participation rate | 36.5% | 72.9%-36.4pp | 76.6%-40.1pp | 68.3%-31.8pp |
| Annual return | 13.06% | 25.00%-11.9pp | 24.27%-11.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,061 | $4,242-75.0% | $5,107-79.2% | $4,212-74.8% |
| Admin fee / account holder | $116 | $8,989-98.7% | $12,068-99.0% | $7,344-98.4% |