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 | $9,776 | $93,071-89.5% | $74,583-86.9% | $273,961-96.4% |
| Participation rate | 60.0% | 74.9%-14.9pp | 68.1%-8.1pp | 83.0%-23.0pp |
| Annual return | 9.63% | 26.18%-16.5pp | 20.47%-10.8pp | 41.45%-31.8pp |
| Employer contribution / active EE | $233 | $3,160-92.6% | $2,525-90.8% | $4,869-95.2% |
| Participant deferral / active EE | $233 | $4,160-94.4% | $3,458-93.3% | $5,287-95.6% |
| Admin fee / account holder | $138 | $5,272-97.4% | $4,138-96.7% | $10,132-98.6% |