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 | $6,410 | $88,707-92.8% | $74,183-91.4% | $273,961-97.7% |
| Participation rate | 45.8% | 79.4%-33.6pp | 76.6%-30.8pp | 83.0%-37.2pp |
| Annual return | 14.11% | 11.94%+2.2pp | 17.74%-3.6pp | 41.45%-27.3pp |
| Employer contribution / active EE | $710 | $3,159-77.5% | $2,370-70.1% | $4,869-85.4% |
| Participant deferral / active EE | $1,137 | $4,212-73.0% | $3,550-68.0% | $5,287-78.5% |
| Admin fee / account holder | $57 | $8,717-99.3% | $5,586-99.0% | $10,132-99.4% |