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 | $3,211 | $47,848-93.3% | $81,478-96.1% | $70,131-95.4% |
| Participation rate | 34.2% | 58.3%-24.1pp | 68.0%-33.7pp | 69.5%-35.3pp |
| Annual return | 17.72% | 27.25%-9.5pp | 38.78%-21.1pp | 73.14%-55.4pp |
| Employer contribution / active EE | $261 | $1,527-82.9% | $2,568-89.8% | $2,342-88.9% |
| Participant deferral / active EE | $273 | $2,453-88.9% | $3,537-92.3% | $3,332-91.8% |
| Admin fee / account holder | $18 | $3,145-99.4% | $4,561-99.6% | $4,645-99.6% |