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 | $4,193 | $39,122-89.3% | $57,179-92.7% | $62,891-93.3% |
| Participation rate | 37.2% | 70.5%-33.3pp | 75.3%-38.1pp | 69.3%-32.1pp |
| Annual return | 5.23% | 9.23%-4.0pp | 14.59%-9.4pp | 20.14%-14.9pp |
| Employer contribution / active EE | $426 | $1,874-77.3% | $2,682-84.1% | $2,281-81.3% |
| Participant deferral / active EE | $656 | $2,374-72.4% | $3,096-78.8% | $3,203-79.5% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |