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 | $5,899 | $88,707-93.3% | $74,183-92.0% | $273,961-97.8% |
| Participation rate | 41.2% | 79.4%-38.3pp | 76.6%-35.4pp | 83.0%-41.8pp |
| Annual return | 9.69% | 11.94%-2.3pp | 17.74%-8.0pp | 41.45%-31.8pp |
| Employer contribution / active EE | $966 | $3,159-69.4% | $2,370-59.2% | $4,869-80.1% |
| Participant deferral / active EE | $851 | $4,212-79.8% | $3,550-76.0% | $5,287-83.9% |
| Admin fee / account holder | $36 | $8,717-99.6% | $5,586-99.4% | $10,132-99.6% |