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 | $5,107 | $91,037-94.4% | $71,671-92.9% | $147,584-96.5% |
| Participation rate | 61.1% | 76.1%-15.0pp | 68.7%-7.6pp | 82.8%-21.7pp |
| Annual return | 13.67% | 20.48%-6.8pp | 20.65%-7.0pp | 578.55%-564.9pp |
| Employer contribution / active EE | $1,825 | $3,327-45.1% | $2,460-25.8% | $4,876-62.6% |
| Participant deferral / active EE | $800 | $4,498-82.2% | $3,438-76.7% | $5,439-85.3% |
| Admin fee / account holder | $37 | $8,613-99.6% | $5,558-99.3% | $10,885-99.7% |