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 5-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 | $5,736 | $72,492-92.1% | $87,100-93.4% | $72,985-92.1% |
| Participation rate | 63.6% | 72.8%-9.2pp | 76.9%-13.2pp | 69.5%-5.8pp |
| Annual return | 34.00% | 24.46%+9.5pp | 28.19%+5.8pp | 81.00%-47.0pp |
| Employer contribution / active EE | $636 | $1,894-66.4% | $2,521-74.8% | $2,440-74.0% |
| Participant deferral / active EE | $1,272 | $3,270-61.1% | $4,049-68.6% | $3,607-64.7% |
| Admin fee / account holder | $72 | $5,055-98.6% | $7,497-99.0% | $5,124-98.6% |