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 | $10,882 | $48,076-77.4% | $78,689-86.2% | $62,891-82.7% |
| Participation rate | 24.0% | 65.2%-41.2pp | 73.6%-49.6pp | 69.3%-45.3pp |
| Annual return | 9.89% | 31.35%-21.5pp | 62.18%-52.3pp | 20.14%-10.3pp |
| Employer contribution / active EE | $431 | $2,015-78.6% | $2,851-84.9% | $2,281-81.1% |
| Participant deferral / active EE | $567 | $2,588-78.1% | $3,517-83.9% | $3,203-82.3% |
| Admin fee / account holder | $108 | $3,207-96.6% | $4,510-97.6% | $4,296-97.5% |