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 9-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 | $13,749 | $80,753-83.0% | $136,294-89.9% | $62,292-77.9% |
| Participation rate | 42.5% | 73.5%-31.1pp | 81.9%-39.5pp | 69.5%-27.1pp |
| Annual return | 18.64% | 35.83%-17.2pp | 5155.94%-5137.3pp | 28.90%-10.3pp |
| Employer contribution / active EE | $1,034 | $2,884-64.1% | $4,695-78.0% | $2,042-49.4% |
| Participant deferral / active EE | $1,580 | $5,164-69.4% | $6,247-74.7% | $3,169-50.1% |
| Admin fee / account holder | $291 | $525-44.7% | $9,243-96.9% | $479-39.4% |