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 | $16,670 | $46,869-64.4% | $122,332-86.4% | $70,131-76.2% |
| Participation rate | 16.3% | 58.2%-41.9pp | 71.6%-55.4pp | 69.5%-53.3pp |
| Annual return | 21.05% | 24.22%-3.2pp | 30.27%-9.2pp | 73.14%-52.1pp |
| Employer contribution / active EE | $269 | $1,288-79.1% | $4,050-93.4% | $2,342-88.5% |
| Participant deferral / active EE | $331 | $2,166-84.7% | $3,287-89.9% | $3,332-90.1% |
| Admin fee / account holder | $0 | $3,322-100.0% | $5,478-100.0% | $4,645-100.0% |