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 | $16,776 | $202,318-91.7% | $172,739-90.3% | $152,861-89.0% |
| Participation rate | 64.7% | 87.1%-22.4pp | 82.6%-17.9pp | 82.4%-17.7pp |
| Annual return | 28.23% | 1029.65%-1001.4pp | 802.84%-774.6pp | 345.32%-317.1pp |
| Employer contribution / active EE | $1,323 | $5,856-77.4% | $5,143-74.3% | $4,762-72.2% |
| Participant deferral / active EE | $1,783 | $5,948-70.0% | $5,198-65.7% | $5,850-69.5% |
| Admin fee / account holder | $104 | $17,109-99.4% | $13,954-99.3% | $11,596-99.1% |