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 | $19,766 | $149,679-86.8% | $117,039-83.1% | $147,584-86.6% |
| Participation rate | 40.0% | 83.5%-43.5pp | 77.2%-37.2pp | 82.8%-42.8pp |
| Annual return | 13.97% | 19.31%-5.3pp | 18.95%-5.0pp | 578.55%-564.6pp |
| Employer contribution / active EE | $1,200 | $4,937-75.7% | $3,785-68.3% | $4,876-75.4% |
| Participant deferral / active EE | $1,200 | $4,912-75.6% | $3,929-69.5% | $5,439-77.9% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,885-100.0% |