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 | $5,328 | $76,552-93.0% | $123,892-95.7% | $62,891-91.5% |
| Participation rate | 56.8% | 73.0%-16.2pp | 81.4%-24.6pp | 69.3%-12.5pp |
| Annual return | 61.28% | 18.68%+42.6pp | 47.52%+13.8pp | 20.14%+41.1pp |
| Employer contribution / active EE | $863 | $2,883-70.1% | $4,617-81.3% | $2,281-62.2% |
| Participant deferral / active EE | $1,118 | $4,840-76.9% | $5,984-81.3% | $3,203-65.1% |
| Admin fee / account holder | $220 | $4,826-95.4% | $8,357-97.4% | $4,296-94.9% |