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 | $8,526 | $90,503-90.6% | $78,689-89.2% | $273,961-96.9% |
| Participation rate | 38.5% | 76.5%-38.1pp | 73.6%-35.1pp | 83.0%-44.6pp |
| Annual return | 10.81% | 75.60%-64.8pp | 62.18%-51.4pp | 41.45%-30.6pp |
| Employer contribution / active EE | $105 | $3,176-96.7% | $2,851-96.3% | $4,869-97.8% |
| Participant deferral / active EE | $105 | $3,901-97.3% | $3,517-97.0% | $5,287-98.0% |
| Admin fee / account holder | $36 | $5,263-99.3% | $4,510-99.2% | $10,132-99.6% |