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 | $18,535 | $198,466-90.7% | $170,442-89.1% | $147,584-87.4% |
| Participation rate | 57.1% | 88.0%-30.8pp | 83.6%-26.5pp | 82.8%-25.7pp |
| Annual return | 19.98% | 257.29%-237.3pp | 205.93%-186.0pp | 578.55%-558.6pp |
| Employer contribution / active EE | $1,439 | $6,184-76.7% | $5,433-73.5% | $4,876-70.5% |
| Participant deferral / active EE | $1,870 | $5,629-66.8% | $4,939-62.1% | $5,439-65.6% |
| Admin fee / account holder | $6 | $16,852-100.0% | $13,880-100.0% | $10,885-99.9% |