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 | $2,041 | $93,071-97.8% | $74,583-97.3% | $273,961-99.3% |
| Participation rate | 50.0% | 74.9%-24.9pp | 68.1%-18.1pp | 83.0%-33.0pp |
| Annual return | 7.99% | 26.18%-18.2pp | 20.47%-12.5pp | 41.45%-33.5pp |
| Employer contribution / active EE | $362 | $3,160-88.5% | $2,525-85.7% | $4,869-92.6% |
| Participant deferral / active EE | $265 | $4,160-93.6% | $3,458-92.3% | $5,287-95.0% |
| Admin fee / account holder | $213 | $5,272-96.0% | $4,138-94.9% | $10,132-97.9% |