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 | $13,990 | $117,841-88.1% | $102,423-86.3% | $145,922-90.4% |
| Participation rate | 44.4% | 78.6%-34.1pp | 76.5%-32.0pp | 80.3%-35.8pp |
| Annual return | 13.56% | 31.65%-18.1pp | 29.32%-15.8pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,310 | $3,615-63.8% | $3,023-56.7% | $4,660-71.9% |
| Participant deferral / active EE | $1,548 | $5,731-73.0% | $5,053-69.4% | $6,688-76.9% |
| Admin fee / account holder | $198 | $13,326-98.5% | $9,451-97.9% | $13,397-98.5% |