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 | $13,649 | $54,701-75.0% | $86,188-84.2% | $71,457-80.9% |
| Participation rate | 27.0% | 60.1%-33.1pp | 69.0%-42.0pp | 67.9%-40.9pp |
| Annual return | 25.96% | 20.06%+5.9pp | 1168.45%-1142.5pp | 28.85%-2.9pp |
| Employer contribution / active EE | $620 | $1,265-51.0% | $2,380-74.0% | $2,588-76.1% |
| Participant deferral / active EE | $1,054 | $3,108-66.1% | $3,985-73.6% | $4,289-75.4% |
| Admin fee / account holder | $107 | $1,922-94.4% | $6,852-98.4% | $1,587-93.2% |