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 | $5,455 | $101,069-94.6% | $81,478-93.3% | $147,584-96.3% |
| Participation rate | 33.3% | 74.5%-41.1pp | 68.0%-34.6pp | 82.8%-49.5pp |
| Annual return | 34.84% | 32.40%+2.4pp | 38.78%-3.9pp | 578.55%-543.7pp |
| Employer contribution / active EE | $241 | $3,205-92.5% | $2,568-90.6% | $4,876-95.1% |
| Participant deferral / active EE | $241 | $4,242-94.3% | $3,537-93.2% | $5,439-95.6% |
| Admin fee / account holder | $17 | $5,812-99.7% | $4,561-99.6% | $10,885-99.8% |