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 | $3,732 | $72,492-94.9% | $87,100-95.7% | $72,985-94.9% |
| Participation rate | 67.7% | 72.8%-5.1pp | 76.9%-9.1pp | 69.5%-1.7pp |
| Annual return | 32.52% | 24.46%+8.1pp | 28.19%+4.3pp | 81.00%-48.5pp |
| Employer contribution / active EE | $786 | $1,894-58.5% | $2,521-68.8% | $2,440-67.8% |
| Participant deferral / active EE | $856 | $3,270-73.8% | $4,049-78.9% | $3,607-76.3% |
| Admin fee / account holder | $161 | $5,055-96.8% | $7,497-97.8% | $5,124-96.9% |