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 | $6,275 | $53,127-88.2% | $86,590-92.8% | $70,131-91.1% |
| Participation rate | 31.4% | 65.3%-33.9pp | 73.5%-42.1pp | 69.5%-38.1pp |
| Annual return | 20.49% | 27.66%-7.2pp | 964.84%-944.4pp | 73.14%-52.7pp |
| Employer contribution / active EE | $484 | $2,068-76.6% | $2,839-83.0% | $2,342-79.3% |
| Participant deferral / active EE | $668 | $2,696-75.2% | $3,609-81.5% | $3,332-80.0% |
| Admin fee / account holder | $264 | $3,585-92.6% | $4,906-94.6% | $4,645-94.3% |