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 | $17,430 | $50,958-65.8% | $74,550-76.6% | $64,186-72.8% |
| Participation rate | 48.3% | 61.1%-12.8pp | 69.1%-20.9pp | 69.6%-21.3pp |
| Annual return | 48.46% | -1.86%+50.3pp | 32.53%+15.9pp | 7.63%+40.8pp |
| Employer contribution / active EE | $541 | $1,115-51.5% | $1,961-72.4% | $2,381-77.3% |
| Participant deferral / active EE | $739 | $2,301-67.9% | $3,108-76.2% | $3,470-78.7% |
| Admin fee / account holder | $49 | $4,223-98.8% | $5,060-99.0% | $4,888-99.0% |