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 | $14,533 | $54,541-73.4% | $78,778-81.6% | $70,131-79.3% |
| Participation rate | 36.8% | 60.8%-24.0pp | 69.2%-32.3pp | 69.5%-32.7pp |
| Annual return | 13.63% | 21.07%-7.4pp | 35.62%-22.0pp | 73.14%-59.5pp |
| Employer contribution / active EE | $314 | $1,089-71.1% | $1,986-84.2% | $2,342-86.6% |
| Participant deferral / active EE | $811 | $2,210-63.3% | $2,958-72.6% | $3,332-75.6% |
| Admin fee / account holder | $101 | $3,709-97.3% | $5,134-98.0% | $4,645-97.8% |