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 | $16,721 | $64,348-74.0% | $90,160-81.5% | $70,131-76.2% |
| Participation rate | 66.1% | 70.4%-4.3pp | 76.9%-10.8pp | 69.5%-3.4pp |
| Annual return | 15.82% | 28.13%-12.3pp | 34.88%-19.1pp | 73.14%-57.3pp |
| Employer contribution / active EE | $954 | $2,046-53.4% | $3,318-71.3% | $2,342-59.3% |
| Participant deferral / active EE | $1,337 | $4,389-69.5% | $5,288-74.7% | $3,332-59.9% |
| Admin fee / account holder | $117 | $3,944-97.0% | $5,943-98.0% | $4,645-97.5% |