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 | $10,782 | $77,314-86.1% | $177,989-93.9% | $80,856-86.7% |
| Participation rate | 62.2% | 65.7%-3.5pp | 77.1%-14.9pp | 67.6%-5.5pp |
| Annual return | 11.61% | 18.09%-6.5pp | 294.48%-282.9pp | 35.59%-24.0pp |
| Employer contribution / active EE | $539 | $2,292-76.5% | $3,949-86.3% | $2,755-80.4% |
| Participant deferral / active EE | $958 | $4,411-78.3% | $6,276-84.7% | $4,296-77.7% |
| Admin fee / account holder | $205 | $7,191-97.2% | $10,363-98.0% | $6,918-97.0% |