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 | $13,281 | $52,884-74.9% | $84,750-84.3% | $55,167-75.9% |
| Participation rate | 30.6% | 67.5%-36.9pp | 76.6%-46.0pp | 69.0%-38.4pp |
| Annual return | 11.25% | 18.03%-6.8pp | 22.78%-11.5pp | 169.23%-158.0pp |
| Employer contribution / active EE | $571 | $2,233-74.4% | $3,574-84.0% | $1,963-70.9% |
| Participant deferral / active EE | $1,097 | $2,644-58.5% | $3,712-70.4% | $3,054-64.1% |
| Admin fee / account holder | $294 | $581-49.3% | $5,332-94.5% | $504-41.6% |