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 | $1,837 | $53,127-96.5% | $86,590-97.9% | $70,131-97.4% |
| Participation rate | 53.6% | 65.3%-11.7pp | 73.5%-20.0pp | 69.5%-16.0pp |
| Annual return | 21.45% | 27.66%-6.2pp | 964.84%-943.4pp | 73.14%-51.7pp |
| Employer contribution / active EE | $254 | $2,068-87.7% | $2,839-91.0% | $2,342-89.1% |
| Participant deferral / active EE | $281 | $2,696-89.6% | $3,609-92.2% | $3,332-91.6% |
| Admin fee / account holder | $88 | $3,585-97.5% | $4,906-98.2% | $4,645-98.1% |