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 8-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 | $2,766 | $76,407-96.4% | $150,298-98.2% | $82,448-96.6% |
| Participation rate | 68.6% | 66.4%+2.2pp | 77.8%-9.2pp | 68.1%+0.5pp |
| Annual return | 18.08% | 39.99%-21.9pp | 62.79%-44.7pp | 41.64%-23.6pp |
| Employer contribution / active EE | $408 | $2,614-84.4% | $4,154-90.2% | $2,551-84.0% |
| Participant deferral / active EE | $512 | $3,214-84.1% | $5,453-90.6% | $4,139-87.6% |
| Admin fee / account holder | $224 | $6,352-96.5% | $14,116-98.4% | $7,234-96.9% |