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 | $6,572 | $60,349-89.1% | $74,183-91.1% | $62,891-89.6% |
| Participation rate | 43.2% | 72.7%-29.5pp | 76.6%-33.4pp | 69.3%-26.1pp |
| Annual return | 9.85% | 21.37%-11.5pp | 17.74%-7.9pp | 20.14%-10.3pp |
| Employer contribution / active EE | $873 | $1,680-48.1% | $2,370-63.2% | $2,281-61.7% |
| Participant deferral / active EE | $1,099 | $2,856-61.5% | $3,550-69.0% | $3,203-65.7% |
| Admin fee / account holder | $188 | $4,261-95.6% | $5,586-96.6% | $4,296-95.6% |