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 | $10,249 | $197,591-94.8% | $177,821-94.2% | $158,922-93.6% |
| Participation rate | 68.4% | 88.5%-20.1pp | 87.7%-19.3pp | 82.0%-13.5pp |
| Annual return | 12.90% | 58.76%-45.9pp | 48.32%-35.4pp | 302.83%-289.9pp |
| Employer contribution / active EE | $0 | $6,697-100.0% | $5,918-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,504 | $8,405-82.1% | $7,714-80.5% | $5,982-74.9% |
| Admin fee / account holder | $121 | $15,399-99.2% | $12,427-99.0% | $11,246-98.9% |