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 3-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 | $10,437 | $81,460-87.2% | $103,333-89.9% | $80,856-87.1% |
| Participation rate | 31.1% | 66.8%-35.7pp | 74.5%-43.4pp | 67.6%-36.5pp |
| Annual return | 18.67% | 25.55%-6.9pp | 24.88%-6.2pp | 35.59%-16.9pp |
| Employer contribution / active EE | $956 | $3,105-69.2% | $3,868-75.3% | $2,755-65.3% |
| Participant deferral / active EE | $1,298 | $3,869-66.4% | $5,057-74.3% | $4,296-69.8% |
| Admin fee / account holder | $168 | $6,566-97.4% | $8,355-98.0% | $6,918-97.6% |