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 7-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 | $16,517 | $73,787-77.6% | $98,716-83.3% | $82,448-80.0% |
| Participation rate | 31.7% | 61.4%-29.7pp | 69.3%-37.6pp | 68.1%-36.4pp |
| Annual return | 18.79% | 18.57%+0.2pp | 31.81%-13.0pp | 41.64%-22.9pp |
| Employer contribution / active EE | $331 | $1,511-78.1% | $2,279-85.5% | $2,551-87.0% |
| Participant deferral / active EE | $790 | $3,081-74.4% | $4,048-80.5% | $4,139-80.9% |
| Admin fee / account holder | $275 | $6,500-95.8% | $8,703-96.8% | $7,234-96.2% |