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 | $11,267 | $52,580-78.6% | $71,671-84.3% | $70,131-83.9% |
| Participation rate | 39.6% | 60.9%-21.3pp | 68.7%-29.1pp | 69.5%-29.9pp |
| Annual return | 15.63% | 20.25%-4.6pp | 20.65%-5.0pp | 73.14%-57.5pp |
| Employer contribution / active EE | $383 | $1,616-76.3% | $2,460-84.4% | $2,342-83.6% |
| Participant deferral / active EE | $635 | $2,386-73.4% | $3,438-81.5% | $3,332-80.9% |
| Admin fee / account holder | $37 | $3,653-99.0% | $5,558-99.3% | $4,645-99.2% |