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 | $21,574 | $89,355-75.9% | $141,162-84.7% | $72,985-70.4% |
| Participation rate | 52.0% | 75.1%-23.1pp | 82.5%-30.5pp | 69.5%-17.5pp |
| Annual return | 24.79% | 111.85%-87.1pp | 71.39%-46.6pp | 81.00%-56.2pp |
| Employer contribution / active EE | $933 | $3,114-70.1% | $4,735-80.3% | $2,440-61.8% |
| Participant deferral / active EE | $2,225 | $5,418-58.9% | $6,709-66.8% | $3,607-38.3% |
| Admin fee / account holder | $72 | $5,958-98.8% | $10,261-99.3% | $5,124-98.6% |