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 | $19,698 | $227,553-91.3% | $189,557-89.6% | $167,490-88.2% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.4%-38.4pp | 82.1%-42.1pp |
| Annual return | 10.76% | 78.40%-67.6pp | 64.17%-53.4pp | 478.56%-467.8pp |
| Employer contribution / active EE | $1,495 | $5,316-71.9% | $4,412-66.1% | $4,837-69.1% |
| Participant deferral / active EE | $912 | $7,002-87.0% | $6,174-85.2% | $6,341-85.6% |
| Admin fee / account holder | $135 | $11,878-98.9% | $9,807-98.6% | $12,309-98.9% |