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 5-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 | $26,526 | $80,968-67.2% | $96,544-72.5% | $75,163-64.7% |
| Participation rate | 23.1% | 71.8%-48.7pp | 76.0%-52.9pp | 67.2%-44.1pp |
| Annual return | 23.58% | 27.06%-3.5pp | 25.84%-2.3pp | 160.62%-137.0pp |
| Employer contribution / active EE | $742 | $2,282-67.5% | $2,965-75.0% | $2,670-72.2% |
| Participant deferral / active EE | $1,503 | $3,928-61.7% | $4,851-69.0% | $4,125-63.6% |
| Admin fee / account holder | $132 | $6,724-98.0% | $8,252-98.4% | $5,651-97.7% |