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 | $8,114 | $135,952-94.0% | $123,892-93.5% | $273,961-97.0% |
| Participation rate | 58.8% | 84.1%-25.2pp | 81.4%-22.6pp | 83.0%-24.2pp |
| Annual return | 14.38% | 56.63%-42.3pp | 47.52%-33.1pp | 41.45%-27.1pp |
| Employer contribution / active EE | $1,847 | $5,170-64.3% | $4,617-60.0% | $4,869-62.1% |
| Participant deferral / active EE | $1,473 | $6,343-76.8% | $5,984-75.4% | $5,287-72.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |