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 | $6,019 | $45,035-86.6% | $62,995-90.4% | $70,131-91.4% |
| Participation rate | 44.8% | 69.5%-24.7pp | 74.8%-30.0pp | 69.5%-24.7pp |
| Annual return | 18.69% | 18.76%-0.1pp | 87.57%-68.9pp | 73.14%-54.4pp |
| Employer contribution / active EE | $519 | $2,051-74.7% | $2,759-81.2% | $2,342-77.8% |
| Participant deferral / active EE | $674 | $2,465-72.6% | $3,329-79.8% | $3,332-79.8% |
| Admin fee / account holder | $74 | $2,834-97.4% | $3,600-97.9% | $4,645-98.4% |