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 | $8,391 | $39,122-78.6% | $57,179-85.3% | $62,891-86.7% |
| Participation rate | 69.2% | 70.5%-1.3pp | 75.3%-6.1pp | 69.3%-0.1pp |
| Annual return | 5.18% | 9.23%-4.1pp | 14.59%-9.4pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,401 | $1,874-25.2% | $2,682-47.8% | $2,281-38.6% |
| Participant deferral / active EE | $477 | $2,374-79.9% | $3,096-84.6% | $3,203-85.1% |
| Admin fee / account holder | $34 | $2,592-98.7% | $3,139-98.9% | $4,296-99.2% |