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 | $14,823 | $72,404-79.5% | $110,238-86.6% | $64,186-76.9% |
| Participation rate | 61.0% | 73.3%-12.4pp | 79.8%-18.8pp | 69.6%-8.6pp |
| Annual return | 5.38% | -6.29%+11.7pp | 314.74%-309.4pp | 7.63%-2.3pp |
| Employer contribution / active EE | $2,842 | $2,282+24.6% | $3,826-25.7% | $2,381+19.4% |
| Participant deferral / active EE | $406 | $3,469-88.3% | $4,672-91.3% | $3,470-88.3% |
| Admin fee / account holder | $80 | $5,664-98.6% | $8,547-99.1% | $4,888-98.4% |