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 | $9,691 | $103,376-90.6% | $87,100-88.9% | $152,861-93.7% |
| Participation rate | 62.5% | 79.3%-16.8pp | 76.9%-14.4pp | 82.4%-19.9pp |
| Annual return | 26.32% | 28.10%-1.8pp | 28.19%-1.9pp | 345.32%-319.0pp |
| Employer contribution / active EE | $939 | $3,220-70.8% | $2,521-62.8% | $4,762-80.3% |
| Participant deferral / active EE | $572 | $4,778-88.0% | $4,049-85.9% | $5,850-90.2% |
| Admin fee / account holder | $169 | $12,205-98.6% | $7,497-97.8% | $11,596-98.5% |