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 | $15,463 | $85,766-82.0% | $136,294-88.7% | $70,131-78.0% |
| Participation rate | 32.6% | 74.2%-41.6pp | 81.9%-49.4pp | 69.5%-37.0pp |
| Annual return | 16.39% | 31.45%-15.1pp | 5155.94%-5139.5pp | 73.14%-56.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,161 | $5,051-77.0% | $6,247-81.4% | $3,332-65.1% |
| Admin fee / account holder | $3 | $5,420-100.0% | $9,243-100.0% | $4,645-99.9% |