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 | $6,672 | $175,202-96.2% | $149,673-95.5% | $139,434-95.2% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 14.97% | 166.71%-151.7pp | 134.42%-119.4pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,170 | $5,474-78.6% | $4,818-75.7% | $4,751-75.4% |
| Participant deferral / active EE | $1,648 | $6,519-74.7% | $5,680-71.0% | $6,710-75.4% |
| Admin fee / account holder | $89 | $16,150-99.4% | $13,210-99.3% | $11,403-99.2% |