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 | $3,609 | $67,606-94.7% | $82,313-95.6% | $70,131-94.9% |
| Participation rate | 55.6% | 72.8%-17.2pp | 76.9%-21.3pp | 69.5%-14.0pp |
| Annual return | 16.41% | 21.57%-5.2pp | 25.88%-9.5pp | 73.14%-56.7pp |
| Employer contribution / active EE | $535 | $1,755-69.5% | $2,428-78.0% | $2,342-77.2% |
| Participant deferral / active EE | $602 | $2,987-79.8% | $3,706-83.7% | $3,332-81.9% |
| Admin fee / account holder | $138 | $4,512-96.9% | $5,608-97.5% | $4,645-97.0% |