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 | $5,063 | $54,541-90.7% | $78,778-93.6% | $70,131-92.8% |
| Participation rate | 48.1% | 60.8%-12.7pp | 69.2%-21.0pp | 69.5%-21.4pp |
| Annual return | 24.61% | 21.07%+3.5pp | 35.62%-11.0pp | 73.14%-48.5pp |
| Employer contribution / active EE | $558 | $1,089-48.7% | $1,986-71.9% | $2,342-76.2% |
| Participant deferral / active EE | $732 | $2,210-66.9% | $2,958-75.3% | $3,332-78.0% |
| Admin fee / account holder | $71 | $3,709-98.1% | $5,134-98.6% | $4,645-98.5% |