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 | $16,674 | $54,541-69.4% | $78,778-78.8% | $70,131-76.2% |
| Participation rate | 29.6% | 60.8%-31.2pp | 69.2%-39.6pp | 69.5%-39.9pp |
| Annual return | 18.25% | 21.07%-2.8pp | 35.62%-17.4pp | 73.14%-54.9pp |
| Employer contribution / active EE | $206 | $1,089-81.1% | $1,986-89.6% | $2,342-91.2% |
| Participant deferral / active EE | $221 | $2,210-90.0% | $2,958-92.5% | $3,332-93.4% |
| Admin fee / account holder | $194 | $3,709-94.8% | $5,134-96.2% | $4,645-95.8% |