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 | $24,412 | $81,208-69.9% | $98,907-75.3% | $79,858-69.4% |
| Participation rate | 61.6% | 72.5%-10.9pp | 76.0%-14.4pp | 69.6%-8.0pp |
| Annual return | 18.07% | 60.99%-42.9pp | 196.43%-178.4pp | 31.71%-13.6pp |
| Employer contribution / active EE | $731 | $1,960-62.7% | $2,689-72.8% | $2,471-70.4% |
| Participant deferral / active EE | $1,308 | $3,265-59.9% | $4,244-69.2% | $3,740-65.0% |
| Admin fee / account holder | $184 | $6,013-96.9% | $6,642-97.2% | $5,306-96.5% |