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 | $19,497 | $135,952-85.7% | $123,892-84.3% | $273,961-92.9% |
| Participation rate | 60.9% | 84.1%-23.2pp | 81.4%-20.5pp | 83.0%-22.1pp |
| Annual return | 5.34% | 56.63%-51.3pp | 47.52%-42.2pp | 41.45%-36.1pp |
| Employer contribution / active EE | $1,087 | $5,170-79.0% | $4,617-76.5% | $4,869-77.7% |
| Participant deferral / active EE | $163 | $6,343-97.4% | $5,984-97.3% | $5,287-96.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |