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 | $27,302 | $217,402-87.4% | $185,823-85.3% | $167,490-83.7% |
| Participation rate | 63.6% | 86.0%-22.4pp | 81.7%-18.1pp | 82.1%-18.5pp |
| Annual return | 13.03% | 148.36%-135.3pp | 122.05%-109.0pp | 478.56%-465.5pp |
| Employer contribution / active EE | $2,059 | $5,873-64.9% | $5,167-60.2% | $4,837-57.4% |
| Participant deferral / active EE | $2,084 | $6,356-67.2% | $5,568-62.6% | $6,341-67.1% |
| Admin fee / account holder | $71 | $19,811-99.6% | $16,237-99.6% | $12,309-99.4% |