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 | $8,437 | $56,110-85.0% | $94,993-91.1% | $70,131-88.0% |
| Participation rate | 25.0% | 65.0%-40.0pp | 73.9%-48.9pp | 69.5%-44.5pp |
| Annual return | 19.08% | 51.02%-31.9pp | 27.12%-8.0pp | 73.14%-54.1pp |
| Employer contribution / active EE | $320 | $1,442-77.8% | $2,603-87.7% | $2,342-86.4% |
| Participant deferral / active EE | $524 | $2,391-78.1% | $3,317-84.2% | $3,332-84.3% |
| Admin fee / account holder | $51 | $3,456-98.5% | $4,960-99.0% | $4,645-98.9% |