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 | $11,566 | $76,367-84.9% | $93,606-87.6% | $72,985-84.2% |
| Participation rate | 47.5% | 71.7%-24.3pp | 75.8%-28.4pp | 69.5%-22.0pp |
| Annual return | 27.92% | 25.82%+2.1pp | 32.76%-4.8pp | 81.00%-53.1pp |
| Employer contribution / active EE | $651 | $2,275-71.4% | $2,718-76.1% | $2,440-73.3% |
| Participant deferral / active EE | $1,093 | $3,538-69.1% | $4,069-73.1% | $3,607-69.7% |
| Admin fee / account holder | $224 | $6,838-96.7% | $7,888-97.2% | $5,124-95.6% |