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 | $8,940 | $183,519-95.1% | $155,509-94.3% | $145,922-93.9% |
| Participation rate | 68.4% | 82.7%-14.2pp | 78.2%-9.8pp | 80.3%-11.9pp |
| Annual return | 10.95% | 61.17%-50.2pp | 64.67%-53.7pp | 561.29%-550.3pp |
| Employer contribution / active EE | $1,112 | $5,313-79.1% | $4,672-76.2% | $4,660-76.1% |
| Participant deferral / active EE | $1,569 | $6,462-75.7% | $5,626-72.1% | $6,688-76.5% |
| Admin fee / account holder | $210 | $19,313-98.9% | $15,912-98.7% | $13,397-98.4% |