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 | $4,087 | $90,503-95.5% | $78,689-94.8% | $273,961-98.5% |
| Participation rate | 38.9% | 76.5%-37.6pp | 73.6%-34.7pp | 83.0%-44.1pp |
| Annual return | 8.68% | 75.60%-66.9pp | 62.18%-53.5pp | 41.45%-32.8pp |
| Employer contribution / active EE | $45 | $3,176-98.6% | $2,851-98.4% | $4,869-99.1% |
| Participant deferral / active EE | $196 | $3,901-95.0% | $3,517-94.4% | $5,287-96.3% |
| Admin fee / account holder | $36 | $5,263-99.3% | $4,510-99.2% | $10,132-99.6% |