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 | $10,920 | $99,341-89.0% | $84,750-87.1% | $273,961-96.0% |
| Participation rate | 60.9% | 80.7%-19.8pp | 76.6%-15.7pp | 83.0%-22.1pp |
| Annual return | 3.47% | 22.93%-19.5pp | 22.78%-19.3pp | 41.45%-38.0pp |
| Employer contribution / active EE | $2,167 | $4,214-48.6% | $3,574-39.4% | $4,869-55.5% |
| Participant deferral / active EE | $665 | $4,269-84.4% | $3,712-82.1% | $5,287-87.4% |
| Admin fee / account holder | $124 | $6,644-98.1% | $5,332-97.7% | $10,132-98.8% |