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 | $7,593 | $64,348-88.2% | $90,160-91.6% | $70,131-89.2% |
| Participation rate | 39.3% | 70.4%-31.2pp | 76.9%-37.6pp | 69.5%-30.3pp |
| Annual return | 29.59% | 28.13%+1.5pp | 34.88%-5.3pp | 73.14%-43.6pp |
| Employer contribution / active EE | $563 | $2,046-72.5% | $3,318-83.0% | $2,342-75.9% |
| Participant deferral / active EE | $1,009 | $4,389-77.0% | $5,288-80.9% | $3,332-69.7% |
| Admin fee / account holder | $18 | $3,944-99.6% | $5,943-99.7% | $4,645-99.6% |