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 | $2,791 | $90,503-96.9% | $78,689-96.5% | $273,961-99.0% |
| Participation rate | 54.5% | 76.5%-22.0pp | 73.6%-19.0pp | 83.0%-28.5pp |
| Annual return | 9.08% | 75.60%-66.5pp | 62.18%-53.1pp | 41.45%-32.4pp |
| Employer contribution / active EE | $298 | $3,176-90.6% | $2,851-89.5% | $4,869-93.9% |
| Participant deferral / active EE | $462 | $3,901-88.2% | $3,517-86.9% | $5,287-91.3% |
| Admin fee / account holder | $257 | $5,263-95.1% | $4,510-94.3% | $10,132-97.5% |