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 | $7,996 | $183,519-95.6% | $155,509-94.9% | $145,922-94.5% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 47.17% | 61.17%-14.0pp | 64.67%-17.5pp | 561.29%-514.1pp |
| Employer contribution / active EE | $2,175 | $5,313-59.1% | $4,672-53.4% | $4,660-53.3% |
| Participant deferral / active EE | $1,355 | $6,462-79.0% | $5,626-75.9% | $6,688-79.7% |
| Admin fee / account holder | $32 | $19,313-99.8% | $15,912-99.8% | $13,397-99.8% |