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 8-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 | $13,316 | $65,041-79.5% | $90,951-85.4% | $79,858-83.3% |
| Participation rate | 24.5% | 61.6%-37.1pp | 69.0%-44.5pp | 69.6%-45.1pp |
| Annual return | 30.87% | 30.45%+0.4pp | 134.60%-103.7pp | 31.71%-0.8pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,034 | $2,512-58.8% | $3,373-69.3% | $3,740-72.3% |
| Admin fee / account holder | $234 | $4,536-94.8% | $5,959-96.1% | $5,306-95.6% |