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 | $16,851 | $157,256-89.3% | $141,162-88.1% | $152,861-89.0% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 31.20% | 64.32%-33.1pp | 71.39%-40.2pp | 345.32%-314.1pp |
| Employer contribution / active EE | $1,067 | $5,261-79.7% | $4,735-77.5% | $4,762-77.6% |
| Participant deferral / active EE | $1,733 | $7,109-75.6% | $6,709-74.2% | $5,850-70.4% |
| Admin fee / account holder | $117 | $12,120-99.0% | $10,261-98.9% | $11,596-99.0% |