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 8-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 | $4,785 | $57,016-91.6% | $84,966-94.4% | $80,856-94.1% |
| Participation rate | 43.9% | 56.3%-12.4pp | 67.5%-23.6pp | 67.6%-23.7pp |
| Annual return | 11.36% | 21.66%-10.3pp | 66.38%-55.0pp | 35.59%-24.2pp |
| Employer contribution / active EE | $446 | $1,798-75.2% | $2,727-83.6% | $2,755-83.8% |
| Participant deferral / active EE | $709 | $3,110-77.2% | $4,519-84.3% | $4,296-83.5% |
| Admin fee / account holder | $46 | $4,980-99.1% | $6,149-99.3% | $6,918-99.3% |