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 | $3,978 | $56,054-92.9% | $171,082-97.7% | $62,891-93.7% |
| Participation rate | 41.1% | 62.9%-21.8pp | 76.7%-35.6pp | 69.3%-28.2pp |
| Annual return | 16.86% | 22.52%-5.7pp | 32.56%-15.7pp | 20.14%-3.3pp |
| Employer contribution / active EE | $328 | $1,731-81.0% | $4,002-91.8% | $2,281-85.6% |
| Participant deferral / active EE | $872 | $3,158-72.4% | $4,797-81.8% | $3,203-72.8% |
| Admin fee / account holder | $183 | $3,647-95.0% | $8,520-97.9% | $4,296-95.7% |