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 | $4,272 | $96,557-95.6% | $80,975-94.7% | $273,961-98.4% |
| Participation rate | 55.6% | 79.1%-23.5pp | 75.8%-20.3pp | 83.0%-27.5pp |
| Annual return | 11.84% | 15.14%-3.3pp | 17.10%-5.3pp | 41.45%-29.6pp |
| Employer contribution / active EE | $475 | $4,868-90.2% | $3,714-87.2% | $4,869-90.2% |
| Participant deferral / active EE | $1,188 | $6,598-82.0% | $5,696-79.1% | $5,287-77.5% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |