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 9-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 | $11,546 | $65,246-82.3% | $98,716-88.3% | $67,986-83.0% |
| Participation rate | 20.0% | 51.4%-31.4pp | 69.3%-49.3pp | 57.2%-37.2pp |
| Annual return | 22.61% | 20.58%+2.0pp | 31.81%-9.2pp | 31.67%-9.1pp |
| Employer contribution / active EE | $323 | $1,042-69.0% | $2,279-85.8% | $2,019-84.0% |
| Participant deferral / active EE | $785 | $2,594-69.7% | $4,048-80.6% | $3,358-76.6% |
| Admin fee / account holder | $140 | $4,561-96.9% | $8,703-98.4% | $3,203-95.6% |