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 5-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 | $7,321 | $62,573-88.3% | $85,682-91.5% | $85,850-91.5% |
| Participation rate | 19.4% | 61.1%-41.7pp | 69.9%-50.5pp | 69.3%-49.9pp |
| Annual return | 24.23% | 23.77%+0.5pp | 21.49%+2.7pp | 318.53%-294.3pp |
| Employer contribution / active EE | $450 | $1,757-74.4% | $2,618-82.8% | $2,565-82.5% |
| Participant deferral / active EE | $615 | $2,802-78.1% | $3,923-84.3% | $3,952-84.4% |
| Admin fee / account holder | $12 | $4,640-99.7% | $6,873-99.8% | $6,260-99.8% |