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 | $18,441 | $61,660-70.1% | $80,019-77.0% | $64,186-71.3% |
| Participation rate | 29.3% | 71.7%-42.4pp | 75.8%-46.6pp | 69.6%-40.3pp |
| Annual return | 1.26% | -0.33%+1.6pp | 11.22%-10.0pp | 7.63%-6.4pp |
| Employer contribution / active EE | $698 | $1,810-61.4% | $2,468-71.7% | $2,381-70.7% |
| Participant deferral / active EE | $720 | $2,968-75.7% | $3,686-80.5% | $3,470-79.2% |
| Admin fee / account holder | $25 | $5,417-99.5% | $6,521-99.6% | $4,888-99.5% |