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 9-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 | $20,161 | $89,355-77.4% | $141,162-85.7% | $72,985-72.4% |
| Participation rate | 43.6% | 75.1%-31.5pp | 82.5%-38.9pp | 69.5%-25.9pp |
| Annual return | 23.11% | 111.85%-88.7pp | 71.39%-48.3pp | 81.00%-57.9pp |
| Employer contribution / active EE | $908 | $3,114-70.8% | $4,735-80.8% | $2,440-62.8% |
| Participant deferral / active EE | $1,719 | $5,418-68.3% | $6,709-74.4% | $3,607-52.4% |
| Admin fee / account holder | $174 | $5,958-97.1% | $10,261-98.3% | $5,124-96.6% |