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 | $21,971 | $79,171-72.2% | $102,423-78.5% | $74,495-70.5% |
| Participation rate | 44.4% | 74.8%-30.4pp | 76.5%-32.1pp | 67.2%-22.8pp |
| Annual return | 14.86% | 54.93%-40.1pp | 29.32%-14.5pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $1,266 | $2,362-46.4% | $3,023-58.1% | $2,623-51.7% |
| Participant deferral / active EE | $2,032 | $4,415-54.0% | $5,053-59.8% | $4,346-53.2% |
| Admin fee / account holder | $275 | $2,001-86.2% | $9,451-97.1% | $1,942-85.8% |