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 | $19,856 | $67,606-70.6% | $82,313-75.9% | $70,131-71.7% |
| Participation rate | 63.5% | 72.8%-9.3pp | 76.9%-13.4pp | 69.5%-6.0pp |
| Annual return | 15.60% | 21.57%-6.0pp | 25.88%-10.3pp | 73.14%-57.5pp |
| Employer contribution / active EE | $483 | $1,755-72.5% | $2,428-80.1% | $2,342-79.4% |
| Participant deferral / active EE | $419 | $2,987-86.0% | $3,706-88.7% | $3,332-87.4% |
| Admin fee / account holder | $193 | $4,512-95.7% | $5,608-96.6% | $4,645-95.8% |