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 5-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 | $20,407 | $81,446-74.9% | $103,374-80.3% | $80,874-74.8% |
| Participation rate | 25.0% | 66.9%-41.9pp | 74.5%-49.5pp | 67.6%-42.6pp |
| Annual return | 14.11% | 25.57%-11.5pp | 24.89%-10.8pp | 35.62%-21.5pp |
| Employer contribution / active EE | $992 | $3,107-68.1% | $3,869-74.4% | $2,756-64.0% |
| Participant deferral / active EE | $1,291 | $3,870-66.7% | $5,058-74.5% | $4,297-70.0% |
| Admin fee / account holder | $29 | $6,715-99.6% | $8,394-99.7% | $6,935-99.6% |