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 6-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 | $12,174 | $110,257-89.0% | $96,544-87.4% | $139,434-91.3% |
| Participation rate | 53.8% | 78.1%-24.2pp | 76.0%-22.1pp | 80.3%-26.5pp |
| Annual return | 22.41% | 26.32%-3.9pp | 25.84%-3.4pp | 372.94%-350.5pp |
| Employer contribution / active EE | $915 | $3,620-74.7% | $2,965-69.2% | $4,751-80.7% |
| Participant deferral / active EE | $1,198 | $5,548-78.4% | $4,851-75.3% | $6,710-82.2% |
| Admin fee / account holder | $65 | $11,591-99.4% | $8,252-99.2% | $11,403-99.4% |