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 | $7,538 | $39,122-80.7% | $57,179-86.8% | $62,891-88.0% |
| Participation rate | 25.0% | 70.5%-45.5pp | 75.3%-50.3pp | 69.3%-44.3pp |
| Annual return | 64.64% | 9.23%+55.4pp | 14.59%+50.1pp | 20.14%+44.5pp |
| Employer contribution / active EE | $415 | $1,874-77.8% | $2,682-84.5% | $2,281-81.8% |
| Participant deferral / active EE | $591 | $2,374-75.1% | $3,096-80.9% | $3,203-81.5% |
| Admin fee / account holder | $73 | $2,592-97.2% | $3,139-97.7% | $4,296-98.3% |