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 | $25,413 | $162,781-84.4% | $133,956-81.0% | $158,922-84.0% |
| Participation rate | 17.6% | 83.2%-65.6pp | 79.8%-62.2pp | 82.0%-64.3pp |
| Annual return | 13.77% | 41.94%-28.2pp | 45.09%-31.3pp | 302.83%-289.1pp |
| Employer contribution / active EE | $1,160 | $4,975-76.7% | $3,919-70.4% | $4,761-75.6% |
| Participant deferral / active EE | $1,090 | $5,911-81.6% | $5,048-78.4% | $5,982-81.8% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |