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 | $10,979 | $85,766-87.2% | $136,294-91.9% | $70,131-84.3% |
| Participation rate | 57.1% | 74.2%-17.0pp | 81.9%-24.8pp | 69.5%-12.4pp |
| Annual return | 22.00% | 31.45%-9.5pp | 5155.94%-5133.9pp | 73.14%-51.1pp |
| Employer contribution / active EE | $1,150 | $2,966-61.2% | $4,695-75.5% | $2,342-50.9% |
| Participant deferral / active EE | $1,577 | $5,051-68.8% | $6,247-74.8% | $3,332-52.7% |
| Admin fee / account holder | $24 | $5,420-99.6% | $9,243-99.7% | $4,645-99.5% |