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 | $8,514 | $53,127-84.0% | $86,590-90.2% | $70,131-87.9% |
| Participation rate | 64.3% | 65.3%-1.0pp | 73.5%-9.3pp | 69.5%-5.3pp |
| Annual return | 23.52% | 27.66%-4.1pp | 964.84%-941.3pp | 73.14%-49.6pp |
| Employer contribution / active EE | $496 | $2,068-76.0% | $2,839-82.5% | $2,342-78.8% |
| Participant deferral / active EE | $667 | $2,696-75.3% | $3,609-81.5% | $3,332-80.0% |
| Admin fee / account holder | $65 | $3,585-98.2% | $4,906-98.7% | $4,645-98.6% |