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 | $43,073 | $426,113-89.9% | $289,028-85.1% | $357,791-88.0% |
| Participation rate | 50.0% | 86.2%-36.2pp | 78.0%-28.0pp | 85.6%-35.6pp |
| Annual return | 18.99% | 260.96%-242.0pp | 243.94%-224.9pp | 396.79%-377.8pp |
| Employer contribution / active EE | $0 | $8,831-100.0% | $6,326-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $1,831 | $6,238-70.6% | $4,804-61.9% | $5,521-66.8% |
| Admin fee / account holder | $237 | $18,206-98.7% | $14,050-98.3% | $28,387-99.2% |