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 | $10,486 | $185,822-94.4% | $169,993-93.8% | $139,434-92.5% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 16.42% | 60.50%-44.1pp | 53.37%-37.0pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,800 | $7,590-76.3% | $6,785-73.5% | $4,751-62.1% |
| Participant deferral / active EE | $25 | $11,622-99.8% | $10,408-99.8% | $6,710-99.6% |
| Admin fee / account holder | $27 | $15,381-99.8% | $12,815-99.8% | $11,403-99.8% |