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 | $14,482 | $132,634-89.1% | $115,768-87.5% | $137,256-89.4% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.4%-41.1pp | 80.0%-46.6pp |
| Annual return | 20.79% | 160.70%-139.9pp | 100.46%-79.7pp | 220.34%-199.5pp |
| Employer contribution / active EE | $810 | $3,360-75.9% | $2,940-72.5% | $4,156-80.5% |
| Participant deferral / active EE | $957 | $5,619-83.0% | $4,917-80.5% | $6,407-85.1% |
| Admin fee / account holder | $76 | $15,028-99.5% | $12,439-99.4% | $12,270-99.4% |