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 | $11,654 | $183,519-93.6% | $155,509-92.5% | $145,922-92.0% |
| Participation rate | 61.5% | 82.7%-21.1pp | 78.2%-16.6pp | 80.3%-18.7pp |
| Annual return | 21.65% | 61.17%-39.5pp | 64.67%-43.0pp | 561.29%-539.6pp |
| Employer contribution / active EE | $1,224 | $5,313-77.0% | $4,672-73.8% | $4,660-73.7% |
| Participant deferral / active EE | $1,707 | $6,462-73.6% | $5,626-69.7% | $6,688-74.5% |
| Admin fee / account holder | $262 | $19,313-98.6% | $15,912-98.4% | $13,397-98.0% |