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 | $10,741 | $58,512-81.6% | $84,015-87.2% | $72,985-85.3% |
| Participation rate | 50.0% | 61.2%-11.2pp | 69.0%-19.0pp | 69.5%-19.5pp |
| Annual return | 20.52% | 28.93%-8.4pp | 71.31%-50.8pp | 81.00%-60.5pp |
| Employer contribution / active EE | $547 | $1,163-53.0% | $1,983-72.4% | $2,440-77.6% |
| Participant deferral / active EE | $845 | $2,394-64.7% | $3,239-73.9% | $3,607-76.6% |
| Admin fee / account holder | $116 | $4,569-97.5% | $6,101-98.1% | $5,124-97.7% |