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 | $9,074 | $43,327-79.1% | $59,878-84.8% | $64,186-85.9% |
| Participation rate | 46.9% | 69.2%-22.3pp | 74.7%-27.8pp | 69.6%-22.7pp |
| Annual return | 10.62% | -1.55%+12.2pp | 3.46%+7.2pp | 7.63%+3.0pp |
| Employer contribution / active EE | $992 | $2,028-51.1% | $2,722-63.6% | $2,381-58.4% |
| Participant deferral / active EE | $462 | $2,546-81.8% | $3,402-86.4% | $3,470-86.7% |
| Admin fee / account holder | $2 | $3,005-99.9% | $3,590-99.9% | $4,888-100.0% |