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 | $14,851 | $107,334-86.2% | $92,893-84.0% | $152,861-90.3% |
| Participation rate | 45.5% | 79.8%-34.3pp | 76.0%-30.6pp | 82.4%-37.0pp |
| Annual return | 30.73% | 145.58%-114.9pp | 109.41%-78.7pp | 345.32%-314.6pp |
| Employer contribution / active EE | $1,025 | $4,221-75.7% | $3,653-71.9% | $4,762-78.5% |
| Participant deferral / active EE | $1,161 | $4,845-76.0% | $4,236-72.6% | $5,850-80.2% |
| Admin fee / account holder | $170 | $7,079-97.6% | $5,794-97.1% | $11,596-98.5% |