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 | $14,890 | $117,381-87.3% | $99,443-85.0% | $152,861-90.3% |
| Participation rate | 20.0% | 77.5%-57.5pp | 73.8%-53.8pp | 82.4%-62.4pp |
| Annual return | 17.09% | 31.87%-14.8pp | 30.72%-13.6pp | 345.32%-328.2pp |
| Employer contribution / active EE | $237 | $3,013-92.1% | $2,540-90.7% | $4,762-95.0% |
| Participant deferral / active EE | $237 | $4,086-94.2% | $3,619-93.4% | $5,850-95.9% |
| Admin fee / account holder | $100 | $7,631-98.7% | $6,250-98.4% | $11,596-99.1% |