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 | $7,093 | $90,503-92.2% | $78,689-91.0% | $273,961-97.4% |
| Participation rate | 13.6% | 76.5%-62.9pp | 73.6%-59.9pp | 83.0%-69.4pp |
| Annual return | 10.30% | 75.60%-65.3pp | 62.18%-51.9pp | 41.45%-31.2pp |
| Employer contribution / active EE | $262 | $3,176-91.8% | $2,851-90.8% | $4,869-94.6% |
| Participant deferral / active EE | $431 | $3,901-88.9% | $3,517-87.7% | $5,287-91.8% |
| Admin fee / account holder | $7 | $5,263-99.9% | $4,510-99.8% | $10,132-99.9% |