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 | $14,999 | $103,376-85.5% | $87,100-82.8% | $152,861-90.2% |
| Participation rate | 43.5% | 79.3%-35.9pp | 76.9%-33.4pp | 82.4%-39.0pp |
| Annual return | 10.88% | 28.10%-17.2pp | 28.19%-17.3pp | 345.32%-334.4pp |
| Employer contribution / active EE | $1,041 | $3,220-67.7% | $2,521-58.7% | $4,762-78.1% |
| Participant deferral / active EE | $1,435 | $4,778-70.0% | $4,049-64.6% | $5,850-75.5% |
| Admin fee / account holder | $222 | $12,205-98.2% | $7,497-97.0% | $11,596-98.1% |