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 4-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 | $17,444 | $95,803-81.8% | $113,168-84.6% | $84,808-79.4% |
| Participation rate | 45.0% | 72.9%-27.9pp | 76.6%-31.6pp | 68.3%-23.3pp |
| Annual return | 28.80% | 25.00%+3.8pp | 24.27%+4.5pp | 40.90%-12.1pp |
| Employer contribution / active EE | $1,188 | $2,360-49.6% | $2,975-60.1% | $2,631-54.8% |
| Participant deferral / active EE | $1,954 | $4,242-53.9% | $5,107-61.7% | $4,212-53.6% |
| Admin fee / account holder | $266 | $8,989-97.0% | $12,068-97.8% | $7,344-96.4% |