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 8-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 | $12,117 | $91,552-86.8% | $133,956-91.0% | $79,858-84.8% |
| Participation rate | 66.7% | 73.3%-6.7pp | 79.8%-13.2pp | 69.6%-3.0pp |
| Annual return | 21.70% | 61.85%-40.1pp | 45.09%-23.4pp | 31.71%-10.0pp |
| Employer contribution / active EE | $1,218 | $2,384-48.9% | $3,919-68.9% | $2,471-50.7% |
| Participant deferral / active EE | $1,456 | $3,733-61.0% | $5,048-71.1% | $3,740-61.1% |
| Admin fee / account holder | $54 | $6,321-99.1% | $8,927-99.4% | $5,306-99.0% |