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 | $5,754 | $58,523-90.2% | $99,443-94.2% | $72,985-92.1% |
| Participation rate | 18.0% | 64.6%-46.6pp | 73.8%-55.8pp | 69.5%-51.5pp |
| Annual return | 37.20% | 28.51%+8.7pp | 30.72%+6.5pp | 81.00%-43.8pp |
| Employer contribution / active EE | $279 | $1,512-81.6% | $2,540-89.0% | $2,440-88.6% |
| Participant deferral / active EE | $444 | $2,606-83.0% | $3,619-87.7% | $3,607-87.7% |
| Admin fee / account holder | $193 | $4,102-95.3% | $6,250-96.9% | $5,124-96.2% |