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 8-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 | $11,254 | $68,547-83.6% | $120,354-90.6% | $80,856-86.1% |
| Participation rate | 39.3% | 61.6%-22.3pp | 71.9%-32.6pp | 67.6%-28.4pp |
| Annual return | 12.65% | 23.60%-11.0pp | 107.15%-94.5pp | 35.59%-22.9pp |
| Employer contribution / active EE | $614 | $2,051-70.1% | $3,463-82.3% | $2,755-77.7% |
| Participant deferral / active EE | $656 | $3,173-79.3% | $4,991-86.9% | $4,296-84.7% |
| Admin fee / account holder | $75 | $5,732-98.7% | $9,423-99.2% | $6,918-98.9% |