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 | $14,913 | $140,940-89.4% | $112,229-86.7% | $139,434-89.3% |
| Participation rate | 55.6% | 79.2%-23.6pp | 72.4%-16.9pp | 80.3%-24.8pp |
| Annual return | 15.16% | 32.71%-17.5pp | 30.20%-15.0pp | 372.94%-357.8pp |
| Employer contribution / active EE | $2,422 | $4,283-43.4% | $3,430-29.4% | $4,751-49.0% |
| Participant deferral / active EE | $1,409 | $5,874-76.0% | $4,798-70.6% | $6,710-79.0% |
| Admin fee / account holder | $138 | $9,954-98.6% | $7,748-98.2% | $11,403-98.8% |