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 | $12,260 | $72,012-83.0% | $185,823-93.4% | $79,858-84.6% |
| Participation rate | 46.3% | 65.8%-19.4pp | 78.0%-31.7pp | 69.6%-23.3pp |
| Annual return | 14.84% | 23.12%-8.3pp | 35.95%-21.1pp | 31.71%-16.9pp |
| Employer contribution / active EE | $435 | $1,965-77.9% | $4,087-89.4% | $2,471-82.4% |
| Participant deferral / active EE | $534 | $3,779-85.9% | $5,632-90.5% | $3,740-85.7% |
| Admin fee / account holder | $110 | $4,513-97.6% | $9,500-98.8% | $5,306-97.9% |