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 3-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 | $6,971 | $81,233-91.4% | $155,567-95.5% | $80,874-91.4% |
| Participation rate | 47.2% | 66.2%-19.0pp | 78.2%-31.0pp | 67.6%-20.4pp |
| Annual return | 12.09% | 33.33%-21.2pp | 64.74%-52.6pp | 35.62%-23.5pp |
| Employer contribution / active EE | $465 | $3,101-85.0% | $4,674-90.1% | $2,756-83.1% |
| Participant deferral / active EE | $643 | $3,452-81.4% | $5,628-88.6% | $4,297-85.0% |
| Admin fee / account holder | $96 | $7,998-98.8% | $15,916-99.4% | $6,935-98.6% |