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 | $7,521 | $57,354-86.9% | $83,848-91.0% | $64,186-88.3% |
| Participation rate | 60.5% | 68.6%-8.1pp | 76.1%-15.6pp | 69.6%-9.0pp |
| Annual return | 26.20% | 11.38%+14.8pp | 850.88%-824.7pp | 7.63%+18.6pp |
| Employer contribution / active EE | $2,489 | $2,545-2.2% | $3,631-31.4% | $2,381+4.6% |
| Participant deferral / active EE | $1,085 | $2,993-63.8% | $4,082-73.4% | $3,470-68.7% |
| Admin fee / account holder | $273 | $4,046-93.3% | $5,478-95.0% | $4,888-94.4% |