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 | $14,096 | $58,523-75.9% | $99,443-85.8% | $72,985-80.7% |
| Participation rate | 56.0% | 64.6%-8.6pp | 73.8%-17.8pp | 69.5%-13.5pp |
| Annual return | 19.77% | 28.51%-8.7pp | 30.72%-10.9pp | 81.00%-61.2pp |
| Employer contribution / active EE | $629 | $1,512-58.4% | $2,540-75.2% | $2,440-74.2% |
| Participant deferral / active EE | $738 | $2,606-71.7% | $3,619-79.6% | $3,607-79.5% |
| Admin fee / account holder | $108 | $4,102-97.4% | $6,250-98.3% | $5,124-97.9% |