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 | $10,473 | $106,584-90.2% | $101,326-89.7% | $142,382-92.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 81.5%-31.5pp | 80.1%-30.1pp |
| Annual return | 21.91% | 36.93%-15.0pp | 36.82%-14.9pp | 217.08%-195.2pp |
| Employer contribution / active EE | $1,573 | $3,956-60.2% | $3,665-57.1% | $4,299-63.4% |
| Participant deferral / active EE | $1,958 | $8,297-76.4% | $7,994-75.5% | $6,507-69.9% |
| Admin fee / account holder | $58 | $11,446-99.5% | $11,185-99.5% | $12,624-99.5% |