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 | $15,892 | $153,772-89.7% | $133,980-88.1% | $273,961-94.2% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 6.76% | 36.51%-29.8pp | 29.30%-22.5pp | 41.45%-34.7pp |
| Employer contribution / active EE | $1,410 | $6,029-76.6% | $5,211-72.9% | $4,869-71.0% |
| Participant deferral / active EE | $1,410 | $6,958-79.7% | $6,282-77.6% | $5,287-73.3% |
| Admin fee / account holder | $152 | $11,765-98.7% | $9,324-98.4% | $10,132-98.5% |