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 | $7,983 | $98,240-91.9% | $82,313-90.3% | $147,584-94.6% |
| Participation rate | 36.4% | 79.7%-43.4pp | 76.9%-40.5pp | 82.8%-46.5pp |
| Annual return | 20.75% | 30.85%-10.1pp | 25.88%-5.1pp | 578.55%-557.8pp |
| Employer contribution / active EE | $646 | $3,192-79.7% | $2,428-73.4% | $4,876-86.7% |
| Participant deferral / active EE | $754 | $4,383-82.8% | $3,706-79.6% | $5,439-86.1% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |