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 6-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 | $23,933 | $100,326-76.1% | $180,183-86.7% | $84,808-71.8% |
| Participation rate | 50.0% | 71.0%-21.0pp | 77.4%-27.4pp | 68.3%-18.3pp |
| Annual return | 13.95% | 17.86%-3.9pp | 27.86%-13.9pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,378 | $3,269-57.8% | $5,039-72.6% | $2,631-47.6% |
| Participant deferral / active EE | $1,523 | $5,066-69.9% | $6,822-77.7% | $4,212-63.8% |
| Admin fee / account holder | $219 | $9,674-97.7% | $19,975-98.9% | $7,344-97.0% |