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 | $17,191 | $63,355-72.9% | $91,989-81.3% | $72,985-76.4% |
| Participation rate | 23.5% | 72.5%-49.0pp | 78.6%-55.1pp | 69.5%-46.0pp |
| Annual return | 25.72% | 35.35%-9.6pp | 69.02%-43.3pp | 81.00%-55.3pp |
| Employer contribution / active EE | $747 | $2,116-64.7% | $3,452-78.4% | $2,440-69.4% |
| Participant deferral / active EE | $915 | $4,883-81.3% | $5,923-84.6% | $3,607-74.6% |
| Admin fee / account holder | $56 | $4,668-98.8% | $7,743-99.3% | $5,124-98.9% |