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 | $4,310 | $56,277-92.3% | $80,975-94.7% | $62,891-93.1% |
| Participation rate | 45.8% | 69.0%-23.2pp | 75.8%-30.1pp | 69.3%-23.5pp |
| Annual return | 26.98% | 22.12%+4.9pp | 17.10%+9.9pp | 20.14%+6.8pp |
| Employer contribution / active EE | $507 | $1,943-73.9% | $3,714-86.3% | $2,281-77.8% |
| Participant deferral / active EE | $1,136 | $4,195-72.9% | $5,696-80.0% | $3,203-64.5% |
| Admin fee / account holder | $25 | $3,741-99.3% | $5,516-99.6% | $4,296-99.4% |