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 | $4,278 | $56,277-92.4% | $80,975-94.7% | $62,891-93.2% |
| Participation rate | 33.3% | 69.0%-35.6pp | 75.8%-42.5pp | 69.3%-36.0pp |
| Annual return | 11.71% | 22.12%-10.4pp | 17.10%-5.4pp | 20.14%-8.4pp |
| Employer contribution / active EE | $398 | $1,943-79.5% | $3,714-89.3% | $2,281-82.6% |
| Participant deferral / active EE | $713 | $4,195-83.0% | $5,696-87.5% | $3,203-77.7% |
| Admin fee / account holder | $64 | $3,741-98.3% | $5,516-98.8% | $4,296-98.5% |