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 | $11,912 | $61,660-80.7% | $80,019-85.1% | $64,186-81.4% |
| Participation rate | 39.0% | 71.7%-32.7pp | 75.8%-36.8pp | 69.6%-30.5pp |
| Annual return | 13.73% | -0.33%+14.1pp | 11.22%+2.5pp | 7.63%+6.1pp |
| Employer contribution / active EE | $432 | $1,810-76.1% | $2,468-82.5% | $2,381-81.9% |
| Participant deferral / active EE | $962 | $2,968-67.6% | $3,686-73.9% | $3,470-72.3% |
| Admin fee / account holder | $21 | $5,417-99.6% | $6,521-99.7% | $4,888-99.6% |