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 5-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 | $14,066 | $185,822-92.4% | $169,993-91.7% | $139,434-89.9% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 21.99% | 60.50%-38.5pp | 53.37%-31.4pp | 372.94%-351.0pp |
| Employer contribution / active EE | $1,814 | $7,590-76.1% | $6,785-73.3% | $4,751-61.8% |
| Participant deferral / active EE | $2,255 | $11,622-80.6% | $10,408-78.3% | $6,710-66.4% |
| Admin fee / account holder | $34 | $15,381-99.8% | $12,815-99.7% | $11,403-99.7% |