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 8-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 | $13,113 | $162,781-91.9% | $133,956-90.2% | $158,922-91.7% |
| Participation rate | 20.0% | 83.2%-63.2pp | 79.8%-59.8pp | 82.0%-62.0pp |
| Annual return | 13.54% | 41.94%-28.4pp | 45.09%-31.6pp | 302.83%-289.3pp |
| Employer contribution / active EE | $1,775 | $4,975-64.3% | $3,919-54.7% | $4,761-62.7% |
| Participant deferral / active EE | $1,775 | $5,911-70.0% | $5,048-64.8% | $5,982-70.3% |
| Admin fee / account holder | $80 | $11,736-99.3% | $8,927-99.1% | $11,246-99.3% |