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 | $15,368 | $124,281-87.6% | $109,143-85.9% | $167,490-90.8% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.9%-35.9pp | 82.1%-42.1pp |
| Annual return | 16.86% | 26.04%-9.2pp | 25.75%-8.9pp | 478.56%-461.7pp |
| Employer contribution / active EE | $819 | $4,207-80.5% | $3,722-78.0% | $4,837-83.1% |
| Participant deferral / active EE | $819 | $5,255-84.4% | $4,653-82.4% | $6,341-87.1% |
| Admin fee / account holder | $161 | $7,970-98.0% | $6,752-97.6% | $12,309-98.7% |