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 | $24,540 | $136,307-82.0% | $177,821-86.2% | $73,488-66.6% |
| Participation rate | 20.2% | 86.1%-65.9pp | 87.7%-67.5pp | 70.7%-50.5pp |
| Annual return | 17.93% | 18.68%-0.7pp | 48.32%-30.4pp | 28.51%-10.6pp |
| Employer contribution / active EE | $0 | $3,712-100.0% | $5,918-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $377 | $5,829-93.5% | $7,714-95.1% | $3,740-89.9% |
| Admin fee / account holder | $134 | $596-77.5% | $12,427-98.9% | $513-73.9% |