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 10-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 | $1,875 | $93,071-98.0% | $74,583-97.5% | $273,961-99.3% |
| Participation rate | 40.0% | 74.9%-34.9pp | 68.1%-28.1pp | 83.0%-43.0pp |
| Annual return | 5.68% | 26.18%-20.5pp | 20.47%-14.8pp | 41.45%-35.8pp |
| Employer contribution / active EE | $403 | $3,160-87.2% | $2,525-84.0% | $4,869-91.7% |
| Participant deferral / active EE | $403 | $4,160-90.3% | $3,458-88.3% | $5,287-92.4% |
| Admin fee / account holder | $75 | $5,272-98.6% | $4,138-98.2% | $10,132-99.3% |