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 | $22,420 | $60,349-62.8% | $74,183-69.8% | $62,891-64.4% |
| Participation rate | 36.0% | 72.7%-36.7pp | 76.6%-40.6pp | 69.3%-33.3pp |
| Annual return | 6.21% | 21.37%-15.2pp | 17.74%-11.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $395 | $1,680-76.5% | $2,370-83.3% | $2,281-82.7% |
| Participant deferral / active EE | $1,043 | $2,856-63.5% | $3,550-70.6% | $3,203-67.4% |
| Admin fee / account holder | $39 | $4,261-99.1% | $5,586-99.3% | $4,296-99.1% |