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 | $28,708 | $168,632-83.0% | $147,614-80.6% | $125,391-77.1% |
| Participation rate | 69.2% | 88.8%-19.5pp | 84.6%-15.4pp | 83.2%-14.0pp |
| Annual return | -1.12% | 77.65%-78.8pp | 61.98%-63.1pp | 282.22%-283.3pp |
| Employer contribution / active EE | $1,691 | $6,252-73.0% | $5,564-69.6% | $4,866-65.2% |
| Participant deferral / active EE | $797 | $5,507-85.5% | $4,895-83.7% | $5,352-85.1% |
| Admin fee / account holder | $14 | $13,580-99.9% | $11,611-99.9% | $9,540-99.9% |