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 | $33,899 | $197,591-82.8% | $177,821-80.9% | $158,922-78.7% |
| Participation rate | 44.4% | 88.5%-44.1pp | 87.7%-43.3pp | 82.0%-37.5pp |
| Annual return | 15.05% | 58.76%-43.7pp | 48.32%-33.3pp | 302.83%-287.8pp |
| Employer contribution / active EE | $2,207 | $6,697-67.0% | $5,918-62.7% | $4,761-53.6% |
| Participant deferral / active EE | $2,921 | $8,405-65.2% | $7,714-62.1% | $5,982-51.2% |
| Admin fee / account holder | $8 | $15,399-99.9% | $12,427-99.9% | $11,246-99.9% |