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 | $6,119 | $99,341-93.8% | $84,750-92.8% | $273,961-97.8% |
| Participation rate | 57.1% | 80.7%-23.5pp | 76.6%-19.4pp | 83.0%-25.9pp |
| Annual return | 6.23% | 22.93%-16.7pp | 22.78%-16.6pp | 41.45%-35.2pp |
| Employer contribution / active EE | $1,016 | $4,214-75.9% | $3,574-71.6% | $4,869-79.1% |
| Participant deferral / active EE | $201 | $4,269-95.3% | $3,712-94.6% | $5,287-96.2% |
| Admin fee / account holder | $60 | $6,644-99.1% | $5,332-98.9% | $10,132-99.4% |