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 7-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 | $10,924 | $78,672-86.1% | $109,143-90.0% | $85,850-87.3% |
| Participation rate | 34.6% | 68.3%-33.7pp | 75.9%-41.3pp | 69.3%-34.7pp |
| Annual return | 14.81% | 25.09%-10.3pp | 25.75%-10.9pp | 318.53%-303.7pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,147 | $3,467-66.9% | $4,653-75.3% | $3,952-71.0% |
| Admin fee / account holder | $37 | $5,469-99.3% | $6,752-99.4% | $6,260-99.4% |