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 | $7,770 | $84,233-90.8% | $170,442-95.4% | $70,131-88.9% |
| Participation rate | 32.6% | 70.8%-38.2pp | 83.6%-51.0pp | 69.5%-37.0pp |
| Annual return | 20.00% | 23.06%-3.1pp | 205.93%-185.9pp | 73.14%-53.1pp |
| Employer contribution / active EE | $437 | $3,387-87.1% | $5,433-92.0% | $2,342-81.3% |
| Participant deferral / active EE | $559 | $3,086-81.9% | $4,939-88.7% | $3,332-83.2% |
| Admin fee / account holder | $56 | $5,698-99.0% | $13,880-99.6% | $4,645-98.8% |