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 | $2,385 | $127,386-98.1% | $115,037-97.9% | $125,391-98.1% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | 42.96% | 31.28%+11.7pp | 26.14%+16.8pp | 282.22%-239.3pp |
| Employer contribution / active EE | $962 | $5,166-81.4% | $4,608-79.1% | $4,866-80.2% |
| Participant deferral / active EE | $1,109 | $6,423-82.7% | $6,026-81.6% | $5,352-79.3% |
| Admin fee / account holder | $5 | $9,516-99.9% | $8,175-99.9% | $9,540-99.9% |