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 | $13,213 | $66,402-80.1% | $109,895-88.0% | $85,850-84.6% |
| Participation rate | 30.8% | 63.9%-33.1pp | 74.2%-43.5pp | 69.3%-38.5pp |
| Annual return | 15.18% | 19.59%-4.4pp | 29.45%-14.3pp | 318.53%-303.4pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,842-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $807 | $2,842-71.6% | $4,048-80.1% | $3,952-79.6% |
| Admin fee / account holder | $263 | $4,557-94.2% | $6,066-95.7% | $6,260-95.8% |