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 6-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 | $24,593 | $76,670-67.9% | $96,683-74.6% | $71,457-65.6% |
| Participation rate | 25.7% | 66.6%-40.8pp | 74.3%-48.6pp | 67.9%-42.2pp |
| Annual return | 25.17% | 48.29%-23.1pp | 35.69%-10.5pp | 28.85%-3.7pp |
| Employer contribution / active EE | $876 | $3,031-71.1% | $3,737-76.6% | $2,588-66.2% |
| Participant deferral / active EE | $1,390 | $3,771-63.2% | $4,878-71.5% | $4,289-67.6% |
| Admin fee / account holder | $115 | $2,028-94.3% | $6,730-98.3% | $1,587-92.8% |