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 | $13,665 | $76,552-82.1% | $123,892-89.0% | $62,891-78.3% |
| Participation rate | 59.0% | 73.0%-14.0pp | 81.4%-22.4pp | 69.3%-10.3pp |
| Annual return | 8.40% | 18.68%-10.3pp | 47.52%-39.1pp | 20.14%-11.7pp |
| Employer contribution / active EE | $563 | $2,883-80.5% | $4,617-87.8% | $2,281-75.3% |
| Participant deferral / active EE | $803 | $4,840-83.4% | $5,984-86.6% | $3,203-74.9% |
| Admin fee / account holder | $120 | $4,826-97.5% | $8,357-98.6% | $4,296-97.2% |