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 | $15,910 | $93,571-83.0% | $135,903-88.3% | $75,163-78.8% |
| Participation rate | 35.1% | 75.2%-40.0pp | 81.9%-46.8pp | 67.2%-32.1pp |
| Annual return | 22.06% | 30.90%-8.8pp | 68.23%-46.2pp | 160.62%-138.6pp |
| Employer contribution / active EE | $1,250 | $3,537-64.6% | $4,856-74.3% | $2,670-53.2% |
| Participant deferral / active EE | $1,650 | $6,404-74.2% | $7,758-78.7% | $4,125-60.0% |
| Admin fee / account holder | $293 | $6,975-95.8% | $10,762-97.3% | $5,651-94.8% |