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 | $15,579 | $85,766-81.8% | $136,294-88.6% | $70,131-77.8% |
| Participation rate | 21.1% | 74.2%-53.1pp | 81.9%-60.9pp | 69.5%-48.5pp |
| Annual return | 24.23% | 31.45%-7.2pp | 5155.94%-5131.7pp | 73.14%-48.9pp |
| Employer contribution / active EE | $524 | $2,966-82.3% | $4,695-88.8% | $2,342-77.6% |
| Participant deferral / active EE | $1,128 | $5,051-77.7% | $6,247-81.9% | $3,332-66.1% |
| Admin fee / account holder | $164 | $5,420-97.0% | $9,243-98.2% | $4,645-96.5% |